The Global Opportunities program seeks to provide long-term growth of capital from a portfolio of mutual funds that focus on specific countries and regions of the world while managing risk by having the flexibility to invest as much as 100% of assets in money market funds during periods that the portfolio manager feels may hold above average risk. In addition, the portfolio may hold positions in “inverse” funds which are designed to make money if a market declines. There are two primary screening strategies to determine investment holdings. The first strategy looks at the relative momentum and strength of major market trends between the various countries and regions. The second strategy looks for investments that have entered long-term bull markets and have the potential to provide above-average returns with below-average volatility. Additional screening is done using various technical filters. Due to the more volatile nature of international equity and currency markets, it is expected that this strategy will have more volatility than any of our other investment strategies.
[easychart type=”pie” title=”ASSET ALLOCATION for Apr 2014″ groupnames=”Diversified Emerging Markets,Emerging Market Bond,Equity Foreign,Intermediate Term Bond,Latin America ETF,Pacific/Asia ETF,Pacific/Asia ex-Japan,Cash” group1values=”25.02″ group2values=”14.64″ group3values=”24.28″ group4values=”10.51″ group5values=”9.97″ group6values=”4.79″ group7values=”7.80″ group8values=”2.99″ chartfadecolor=”FFFFFF”]