In 2013, we launched our Tactical Global Strategy known as Global Rotation-Squared.  The strategy seeks to provide investors with the capital appreciation normally associated with a global mix of equities, while maintaining the ability to move to fixed income for downside risk protection.  This long-only ETF model can vary its equity investments from 0% to 100% of the portfolio, using monthly and quarterly rotations with an annual rotation overlay.

Since inception, this strategy has generated a high level of interest among the advisors we talk to.  Many have voiced an interest, but wanted to see the strategy build a solid live track record first.  To that end, we are excited to show what the strategy has done since crossing the 1-year milestone on 5/31/2014:

Recently, Morningstar created mutual fund and ETF benchmark category averages for Tactical Allocation.  We feel those benchmarks are very appropriate for what we are trying to achieve with Global Rotation-Squared.

Solid backtested results caused the initial interest

As was previously mentioned, since its release the strategy has generated many inquiries from advisors.  What caused that activity?  The strong backtested results coupled with continued strong live results:

(Source:  Optimus & Morningstar.  Live results since 6/1/2013.)  

  

What's Under The Hood?  

• Emotionless Investing - systematic, rules-based investment methodology  
• Growth - utilizes "Smart-Beta" ETFs such as Pure Style & Low Volatility  
• Capital Preservation - timely moves to fixed income to reduce portfolio volatility

Find Out More

We invite you to visit our website for more details regarding all of our strategies.  Additionally, there is nothing like a one-on-one conversation to get a complete understanding of how our strategies work.  Give us a call - we'll be happy to answer all of your questions. 

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.   

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.