While investors are happy making money, they are even more unhappy losing money

A tactical investment style recognizes the dynamic nature of the financial markets.  This method is different from the more commonly used strategic asset allocation.  Instead of rebalancing your portfolio on a quarterly or semi-annual basis to a preset asset allocation, Weatherstone will monitor your investments as frequently as daily and adjust the asset allocation as needed.  This approach incorporates a buy and sell discipline with the goal of reducing the severity of market losses while still allowing the portfolios to shift into the markets to participate in the advances.  This investment style is appropriate for investors who may be risk adverse, have a shorter time horizon for the money, or who chooses to use this portion to hedge other investments.

 

Global Opportunities
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.


ASSET ALLOCATION  

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