New Tactical Strategies Launched
December 2012
Greetings!

 

Optimus Advisory Group is proud to announce the launch of three new tactical strategies.  These new strategies help us expand beyond our current offerings of Long-Short and Short-Only liquid alternative investment strategies. 

 

All three strategies are long-only, fully diversified and are non-trend-following.  They each rely on a different combination of decision making tools.

  

Optimus REV Multi-Strategy:  Seeks to provide investors with the capital appreciation normally associated with a diversified mix of stocks and bonds, while using active management and downside risk protection.  This long-only ETF model can vary its equity investments from 10% to 90% of the portfolio, depending upon three separate factors: 

  • Rotation:  Utilizes a combination of core strategic & overweighting/underweighting of key holdings.
  • Economic:  Uses a composite of economic indicators to determine which assets to be invested in during varying economic climates.
  • Volatility:  Uses volatility as a tool for selecting which assets to be invested in at any given time.

 

Optimus Eight Baskets Rotation Strategy: The Eight Baskets Rotation Strategy allocates client assets among eight asset classes: U.S. Stocks, Foreign Stocks, U.S. Bonds, Foreign Bonds, Cash/Short-Term Bonds, Real Estate Investment Trusts, Commodities and Precious Metals. Client assets are invested in Exchange Traded Funds (ETFs) that represent the baskets in varying percentages. The strategy utilizes a combination of core strategic & rotational overweighting/underweighting of key holdings.

 

The primary goals of the strategy are broad diversification and a better risk/reward profile than a standard Stocks/Bonds/Cash allocation. The Eight Baskets Rotation Strategy is built as a cost effective, core holding.

 

 

Optimus Eight Baskets Tactical Strategy:  This strategy already has a nearly 10-year live track record among our private client base, but has been launched as a strategy now available to the public.  The Eight Baskets Tactical Strategy allocates client assets among eight asset classes: U.S. Stocks; Foreign Stocks, U.S. Bonds, Foreign Bonds, Cash/Short-Term Bonds, Real Estate Investment Trusts, Commodities and Precious Metals. Client assets are invested in Exchange Traded Funds (ETFs) and actively-managed Mutual Funds that represent the baskets in varying percentages. The strategy has a broad mandate and may use any combination of technical, economic, rotation & volatility measures. The percent allocation to each basket varies considerably.

 

The primary goals of the strategy are broad diversification and a better risk/reward profile than a standard Stocks/Bonds/Cash allocation.

 

For more information about the new strategies, please visit the Investment Strategies Page on our newly designed website www.optimusadvisory.com.  There (under the "Multi-Strategy" & "Rotation" tabs) you will find factsheets for each strategy that include detailed descriptions as well as the live and backtested performance numbers.

 

 

 

Keeping watch,

 

Steve K. Rumsey

Optimus Advisory Group

Optimus Advisory Group

 


Steve Rumsey

Chief Investment Officer
Optimus Advisory Group

(949) 727-4734

 

Advisory services offered through Optimus Advisory Group,
a registered investment advisor.

 

Disclosures

The performance results shown include the reinvestment of dividends and other earnings. Comparison of the Optimus Advisory Group Programs to any other indices is for illustrative purposes only and the volatility of the indices used for comparison may be materially different from the volatility of the Optimus Advisory Group Programs due to varying degrees of diversification and/or other factors. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Optimus Advisory Group does not make any representation that the Optimus Advisory Group Programs will or are likely to achieve returns similar to those shown in the performance results in this presentation. Optimus Advisory Group reserves the right to trade different funds within their models.
 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal to any corresponding historical index. The S&P 500 Composite Index (the "S&P") is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor's chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. The historical performance results of the S&P (and those of all indices) do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. The S&P is not an index into which an investor can directly invest. The historical S&P performance results (and those of all other indices and index funds used as proxies for indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the Optimus' portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Optimus portfolio holdings will correspond directly to any such comparative index.
 

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Optimus Advisory Group and have not been independently verified.
 

The Optimus performance results do not reflect the impact of taxes.