QUANTUM JUMP MODEL
ACTIVITY FREQUENCY
Reallocation monthly. Can move out of a sector position and into bonds or another model when markets shift out of favor.
Doppler shift explains the phenomenon of the change in frequency of a wave in relation to an observer. This can be observed when an ambulance drives past you and the volume of the siren doesn’t quite match with the proximity of the ambulance to you.
Moving between our top rated sectors, this model takes advantage of changing cycles while utilizing our risk management overlay to limit drawdowns.
MARKET EXPOSURE
In the market when all the risk measurements are off. Out of the market and into bonds or another model when risk indicators are on.
NOTES
Sectors can be more volatile than other asset classes. Much like a stock strategy, there can be higher returns than other risk managed models. However, the maximum drawdown can also be bigger.
CLIENT RISK PROFILE
Balanced to Very Adventurous
