Instead
of being locked into one trading style, it is best to employ a strategy
that has the flexibility to rotate to the best performing market segment.
That’s what our Style Index strategy is all about.
Style Index Portfolios holds securities that track various market indexes. These “style indexes” include large-cap growth, large-cap value, small-cap growth, small-cap value, and international.
Trading style indexes allows us to rotate to the market segments showing the best performance. When growth is in favor, our portfolios rotate toward growth oriented indexes. When value is in favor, our portfolios rotate to value oriented indexes. Unlike most other managers, we are not locked into one investment style.
During the bullish periods, returns are often led by growth oriented securities such as the Nasdaq 100 Tracking Stock (QQQQ). During bearish periods, the portfolio is designed to outperform by exiting aggressive positions and rotating instead to more conservative value based securities such as the iShares Dow Jones Select Dividend Index (DVY).
Our closest competitors are equity mutual funds that are designed for long-term growth. Here are our advantages:
- Performance. We rotate to the market segments doing best.
- Low Fees. Our management fees are lower than the average equity fund.
- Personal Approach. We trade your brokerage account instead of pooling funds with other investors. When you call us, you’ll speak to David Vomund rather than a phone clerk.
Style Index Management
Fees:
| Account
Value |
Annual
Fee |
| Under
$500,000 |
1.2% |
| $500,000
to $2 Million |
1.0% |
| Over
$2 Million |
0.8% |
The minimum
account size is $50,000. |
