|
||||
AGGROMAXTOPDATE | ||||
The AGGroMax core portfolio type targets top performing market sectors using ETF's and low cost, no load Mutual funds. It is designed around a 130% Long, 30% Short portfolio structure employing, at certain times, up to 50% Leverage and/or Short Selling (or Inverse funds) in an attempt to capture superior returns. AGGroMax may have concentrated positions adding a non-diversified dimension to portfolios. This core portfolio may also have greater transaction activity and turnover. It is therefore most suited for Aggressive investors willing to accept greater account value swings, greater portfolio turnover, and greater short term losses for the potential of superior, long term returns. |
||||
------------------------------------------------------------------------------------------------------------------------------------------ | ||||
GROPLUSTOPDATE | ||||
The GROPlus core portfolio type consists of an aggressive selection of ETF's and indexed, low cost, No Load Mutual funds. GroPlus may use some Leverage and Short Selling (or inverse funds) as well as Sector and non-traditional asset classes like Emerging Markets, Commodities, and Currencies primarily to hedge, but also to enhance potential returns. This core portfolio type will therefore have greater transaction activity and portfolio turnover. Includes GuardRail Technology for risk management in extended market downturns. Not recommended for use as 100% of an investor's portfolio unless they are willing to accept high turnover, greater than average account value fluctuations, and potential short term losses. (note: the 360portfolios methodology strives to manage risk of loss but there is no guarantee of it being successful or in the losses being only short term.) |
||||
------------------------------------------------------------------------------------------------------------------------------------------ | ||||
GROWTHTOPDATE | ||||
The GROWTH core portfolio type includes a diversified opportunity set consisting primarily of 100% Long, "passive" (index) ETFs and actively managed No Load Mutual funds. Growth uses the full, traditional spectrum of asset classes including Stocks, Bonds, Cash, Real Estate, Metals and Commodities. It may additionally hold sectors and specific country allocations. Like all the core portfolio types, Growth is engineered to re-allocate to the best performing asset classes and avoid underperforming or declining asset classes. Growth may at times be 100% allocated to Stocks, but never solely in one Sector or sub- Sector (eg. International stocks or Mid Cap Growth). Recommended for long term investors seeking above average returns over a full market cycle. Includes GuardRail Technology for risk management in extended market downturns. (note: the 360portfolios methodology strives to manage risk of loss but there is no guarantee of it being successful or in the losses being only short term.) |
||||
------------------------------------------------------------------------------------------------------------------------------------------ | ||||
GROWTHINCOMETOPDATE | ||||
The Growth & Income core portfolio type is designed to target moderate growth opportunities normally associated with a 40% / 60% Debt / Equity opportunity mix. The Growth & Income core portfolio type adds "balance" to a portfolio as it includes positions that generate income, positions that provide growth of assets, and positions that seek long term capital preservation. Growth & Income utilizes 'passive' or Index Low Cost, No Load and Closed-ended mutual funds and ETFs mirroring broad market indices, as well as, "best-in-class," actively managed , Low Cost, No Load mutual funds and ETFs. |
||||
------------------------------------------------------------------------------------------------------------------------------------------ | ||||
INCOMEMAXTOPDATE | ||||
The IncomeMax core portfolio type is generally designed around a 70/30 percent mix of Income/Equity oriented ETF and no load mutual fund choices. IncomeMax contains relatively conservative, stable value investment positions and is constructed to primarily include high current income and conservative, steady growth opportunities. |
||||
------------------------------------------------------------------------------------------------------------------------------------------ | ||||
|
||||