Strategic Methodology

Market Guard® Static

The charts below will illustrate how the Static portfolios might react in both a bear market as well as a bull market when all individual investment positions are assessed and rebalanced on an annual basis.


Hypothetical Bear Market Illustration

This graph is a hypothetical representation of the Market Guard® Static methodology if applied only to the S&P 500.  It is not an illustration of actual performance of a fully diversified portfolio offered through Market Guard®.  To discover the power of Market Guard’s® portfolio construction and management style, please contact a representative of Market Guard®.


Hypothetical Bull Market Illustration

This graph is a hypothetical representation of the Market Guard® Static methodology if applied only to the S&P 500.  It is not an illustration of actual performance of a fully diversified portfolio offered through Market Guard®.  To discover the power of Market Guard’s® portfolio construction and management style, please contact a representative of Market Guard®.


*Disclosure : The graphs illustrate an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009 and again from January 1, 2010 through December 31, 2019. The red line portrays a buy and hold approach. The green line represents utilization of a Market Guard® strategy with annual assessment and rebalancing only. This is for illustration purposes only and does not represent a specific portfolio, model or individual client. Volatility in the index may be materially different than any actual model or portfolio allocation. For a complete disclosure, click here.

Methodology


Tactical Methodology

Strategic Methodology

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