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Greetings!
Strategy Highlight: Bond/Currency Allocation
GMO's Jeremy Grantham and others are calling for US & Developed Market Bonds to have negative real returns over the next seven years. Many advisors are looking for long-term solutions to the dilemma they face: How do I get strong returns in a low interest rate environment, now that the 30+ year bond bull market is over?
Alternative bond strategies, like the Optimus Bond/Currency Allocation, are the answer.
Chart above shows the strategy pulling away from its benchmark. Inception 1/1/2012.
Benchmark: Barclays Aggregate Bond Index.
Backtested data from 1/1/2000-12/31/2011; Live trading results thereafter. Net of fees.
Benchmark: Barclays Aggregate Bond Index.
(Source: Morningstar, AdvisoryWorld & Optimus Advisory Group)
Strategy Description: Seeks to provide investors with the total return normally associated with an actively managed basket of bonds, while using inverse funds and optimal exit techniques for downside risk reduction.
The strategy's flexible mandate allows for long positions in U.S. Government Bonds, High Yield Bonds, Emerging Market Bonds, and the U.S. Dollar along with inverse positions in U.S. Government Bonds and the U.S. Dollar.
The Optimus Bond/Currency Allocation has a distinct risk/return profile and a low correlation to typical bond portfolios, making it an attractive core bond holding. |
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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.
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Disclosures |
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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.
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. |
