Professional Money Managers know that responsive portfolios need to be monitored and able to react to sometime rapidly changing market conditions. We have seen everything from daily allocation changes to automated risk-on/risk-off trading intraday. Frankly, as we have aged, our tolerance for this type of hyper-active positioning has waned to non-existent.
The ETF strategies described below are reviewed on a monthly basis, allowing the RIA to deal with clients rather than constantly dealing with their accounts. The allocations provide a diversified approach to market indices and fixed income ETF’s. Each has a portion of the portfolio that is tactically exposed either to its native index ETF or a Fixed Income or Cash position when market conditions are weak.
Stone Barn provides RIA’s with initial target allocations and reminders to rebalance when necessary. We also let you know when to move the tactical portion of the portfolio to the safe-haven asset in the blend. And, of course we tell you when to move it back into its equity allocation. These kinds of trades occur with approximately 1 round turn a year.
We work with RIA’s as a signal provider utilizing a very reasonable royalty arrangement. If you are interested, please use the contact form below.
ETF Tactical Growth
A long only blend of 4 ETF’s with one tactical component. This is an aggressive strategy that seeks above market returns with approximately 50% of the downside risk of the SP500 over any 3 year period. Click here to learn more.
Professional Advisors Only
Are you interested in more information about these easy to manage ETF portfolios? Reach Out to us with the Contact Form Below.