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.