Performance Update
January 28, 2012
Greetings!

   

Optimus Strategies Finish Strong

During the final six months of 2012, many Optimus strategies outperformed their respective benchmarks, such as the Morningstar Multialternative (+2.24%) and Long/Short Equity (+2.01%) categories.  Here are the results:

 

  • Emerging Markets Bull/Bear +13.11%
  • Global Bond/Currency +4.82%
  • Global Allocation Bull/Bear +4.81%
  • High Yield Bull/Bear +4.39%
  • REV Multi-Strategy +3.88%*
  • Global Growth Allocation Bull/Bear +3.46%
  • Eight Baskets Tactical +3.21%
  • US Equities Bull/Bear +3.17%

 

 * = Includes partial hypothetical results.

 

Bear strategy makes money in a Bull market

Yes, it's true.  Our Global Advantage All Asset strategy once again proved to be an effective portfolio hedge.  While the Morningstar Bear Market category returned -11.19% during the last half of 2012, our Global Advantage All Asset strategy returned +1.63%.

 

 

Here is the 2012 performance table for our strategies:

 

 

   Dec 2012 Perf Table         

 

Optimus Advisory Group
 

For more information about any of our programs, please contact us.  You may also download the fact sheets for any of our investment strategies by clicking here:  Access Investment Strategies.  

 

Thank you for your interest in our liquid tactical & 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.