Portfolios:
- MarketCycle utilizes a unique and proprietary system that invests based on interest rate direction and levels. Certain assets perform best in specific interest rate regimes.
- Most positions are held for intermediate & long periods of time.
- Our forte is in monitoring for high risk periods and protecting accounts accordingly.
- We alternately utilize global stocks, bonds, commodities, currencies, convertibles, preferred-shares, REITS, Trusts, ETFs and Closed-End-Funds (CEFs). We generally hold lower risk assets.
- Our stock exposure never exceeds 100%. In an economic-recession (as in 2000 & 2008), our stock exposure can drop to as low as 20% (and will mostly be in defensive sectors).
Although all accounts are individually & separately managed, we generally maintain 3 PORTFOLIO types:
- INCOME: Generates extremely high income & dividends while maintaining growth potential.
- CONSERVATIVE to moderate: Lower risk and moderate growth potential. Good for investors that can withstand some fluctuations in account value.
- MODERATE to aggressive: Moderate risk in exchange for higher growth potential. Good for young investors with current employment income or for wealthier individuals with other available funds. Most of our personal money is in this portfolio.