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

Get the Conversation Started

Tell us a little about yourself. All information is confidential.

What best describes you?