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Investment Advisor
Macro Plus Income
This model is designed with a five year retirement horizon in mind. The target yield is approximately 1.5 to 2 times that of the S&P 500. Yield is achieved through ownership of common stocks, high yield bond ETFs, MLPs and certain specialized REITs.
This model primarily invests in securities held for reinvestment of income and growth of principle. Investments are selected using propriety models which are macro economically focused, fundamentally driven, and utilize technical timing techniques. When making investment selections particular attention is paid to earnings growth and balance sheet strength.
Extensive use of both industry contacts and the proprietary fundamental and technical models. Sources for the models include both third party and original research.
Target allocation is 30% debt and 70% equity. Holdings are limited and are subject to continuous review for quality and performance upgrading. For purposes of diversification certain core holdings are indexed using ETFs.
Securities are sold when they reach a fully valued level, when they can be replaced with a security believed to have a better return potential, if they fall a limited amount from the purchase price or through an important technical level.
Although the model seeks to concentrate on income producing securities, special situations with high growth potential may be purchased. The higher volatility often associated with a non-income growth investment is limited by requiring securities whose fundamentals conform to a growth at a reasonable price approach.
- Approach Fundamental , Macro , Yield Focus
- Asset class Debt , Equity
- Geography Global
Model commentary
Expect confidence to grow this year - and with it, prices
15 January 2012
This will also be the year to deploy substantial portions of risk portfolios to developing markets.
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