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At its core, all-weather investing separates itself from traditional methods of investing in that it strives to add value during both favorable and unfavorable economic and market conditions.

The All-Weather family of funds were designed for investors that understand the importance of risk management. Markets are active; we believe your investments should be too.

ALL-WEATHER FUND TARGET ALLOCATIONS

The tables below illustrate the target allocations for the All-Weather Funds. This information is intended for investment professional use only to provide insight that may be helpful when speaking with clients.

Tactical Positions

StyleTickerPercent
NASDAQ 100QQQ30.0%
Ultra-Short Term BndBIL35.0%
Long Treasury BondEDV35.0%
Last Position Change: 9/28/2020

Sector Rotation Positions

StyleTickerPercent
Gold MinersGDX16.7%
InternetFDN16.7%
RetailRTH16.7%
TechnologyXLK16.7%
Cons. DiscretionaryFDIS16.6%
Mobile PaymentsIPAY11.1%
AutomotiveCARZ5.5%
Last Position Change: 9/8/2020

Portfolio holdings are subject to change without notice and may not represent current or future portfolio composition. Generally, the list of portfolio holdings for our funds is available on this web page. The portfolio data is “as of” the date indicated and we disclaim any responsibility to update the information.

EXPAND YOUR OPPORTUNITIES

The All-Weather funds are ideal for a wide range of clients. They offer great diversification opportunity for your existing portfolios.

Learn More About All-Weather Investing Now

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