All American
Investment Overview
The All American portfolio models are designed for investors with all risk and return objectives. These models range in target allocations from conservative, balanced, growth and aggressive. Each model is blended and unconstrained, holding mutual funds and ETFs, with the equity portion focused on specific sectors.
Investment Strategy
The goal of the All American series is to seek growth and outpace the comparative benchmarks. In managing these portfolios, our Proactive Sector Rotation methodology allows us to invest in any combination of sectors or asset classes which we believe have the best potential to achieve the portfolio’s risk and return objectives. The portfolios are fully liquid and utilize the HCM-BuyLine® to potentially minimize loss in a market downturn by moving investments up to 100% in cash or cash equivalents.
Minimum
There is a $25,000 minimum to open an account in the All American series.
Investment Details
The All American series trades mutual funds and ETFs with an approximate target ratio as seen below. This allocation may vary at the discretion of the manager.
All American 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%
All American 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%
All American 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
