ALP
Investment Overview
The Active Lifestyle Portfolio models (ALP) are designed for investors with all risk and return objectives. The models range in target allocations from conservative, balanced, growth and aggressive, investing in multi income investments and equities unconstrained by the market and its sectors.
Investment Strategy
The goal of the ALP series is to seek growth and income, while striving to outpace the comparative benchmarks. Through our proprietary Proactive Sector Rotation methodology, the ALPs can invest in any combination of sectors, asset classes, styles, and sub-sectors which we believe have the best potential to achieve the portfolio’s risk/return objectives. Each model typically holds 3-7 different mutual funds and/or ETFs with its equity portion focused on specific sectors. Utilizing the HCM-BuyLine®, the ALPs are fully liquid and can go to 100% cash or cash equivalents within its equity position to minimize loss in a market downturn.
Minimum
There is a $25,000 minimum to open an account in the ALP series.
Investment Details
The ALP series trades mutual funds and ETFs with an approximate target ratio as seen below. This allocation may vary at the discretion of the manager.
ALP Conservative
Conservative Growth
- 45% Stocks
- 55% Bonds
Comparative Benchmarks
- S&P 500 Reinvested – 5%
- HFRX Equity Hedge Index – 40%
- Barclay Capital US Aggressive Bond TR Index – 55%
ALP Balanced
Conservative Growth
- 65% Stocks
- 35% Bonds
Comparative Benchmarks
- S&P 500 Reinvested – 5%
- HFRX Equity Hedge Index – 60%
- Barclay Capital US Aggressive Bond TR Index – 35%
ALP Growth
Conservative Growth
- 80% Stocks
- 20% Bonds
Comparative Benchmarks
- S&P 500 Reinvested – 5%
- HFRX Equity Hedge Index – 85%
- Barclay Capital US Aggressive Bond TR Index – 10%
All American Aggressive
Conservative Growth
- 100% Stocks
Comparative Benchmarks
- S&P 500 Reinvested – 10%
- HFRX Equity Hedge Index – 90%
- Barclay Capital US Aggressive Bond TR Index – 0%
Platforms
