Updated performance factsheets are ready to view
December 18, 2012
Greetings!

   

 

Past 6 Months Highlights:  During the most recent 6-month period, many strategies outperformed their respective benchmarks.  With bond benchmarks up modestly during the past 6 months (Barclays Agg Bond +1.99% & Morningstar Nontraditional Bond category up 3.71%), we're pleased to see many of our non-equity portfolios beating those levels, with High Yield Bull/Bear up over 5% & Global Bond/Currency up over 6%.

 

Optimus Strategy with 10-year track record now available as Separately Managed Account (SMA):  Our Eight Baskets Tactical Strategy, with its near ten-year live track record (Incep 1/1/2003) handily beat its benchmark with a 6-month performance of +5.34% vs. +2.22% for the Morningstar Avg. Multialternative category.

 

Best Outperformance:  The biggest outperformance continues to be our Advantage Strategies.  All three strategies are beating their respective benchmark (Bear Market Funds) by 1,800 to over 2,300 bps YTD.  Our newest Advantage Strategy, Global Advantage All Asset (which uses 10 different inverse funds) is up 2.15% YTD, even though the S&P 500 is up double-digits as of 11/30/2012.  Looked at another way, here are the cumulative live results since inception for all three Advantage Strategies vs. their benchmark:

 

  • Advantage Plus (Incep 2/1/2010) +6.53% vs. Bear Market Cat. Avg. -47.03%
  • Global Adv Plus (Incep 1/1/2011) +5.82% vs. Bear Market Cat. Avg. -26.05%
  • Global Adv All Asset (Incep 4/1/2012) +2.95% vs. Bear Market Cat. Avg. -3.94%

     

November 2012 Perf Table          

  


Optimus Advisory Group's Mission
At Optimus Advisory Group, we're trying to meet the Investment Advisor's need for liquid alternative investment strategies.  
 

For more information about any of our programs, please contact us.  You may also download the factsheets for any of our alternative investment strategies by scrolling back up to the top and clicking the advisors-only webpage link.  Each factsheet contains disclaimers and disclosures for each model.

 

Thank you for your interest in our liquid alternative investment strategies.  We'll continue to keep you informed as we move forward.

 

Sincerely,

 


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.