SUNGARDEN CORE MODEL
ACTIVITY FREQUENCY
A signal-driven, low-volatility approach means the Sungarden Core model portfolio may trade several times in a week, or not trade much at all for several weeks.
The average holding period is about 90 days.
Sungarden Core is built to replace what bonds used to do for investors. It offers a realistic and modern approach in an era of historically low bond rates. Core’s daily liquidity and transparency makes it an attractive alternative for bond investors, balanced investors, and everyday investors.
As a tactical strategy, this portfolio can participate in up markets and defend down markets.
Sungarden Core is a flexible balance of investment offense and defense. Drawing from a deep research universe of 300 ETFs representing more than 150 market segments, Sungarden Core offers a unique ability and willingness to adapt to rapidly changing market conditions.
MARKET EXPOSURE
The model has approximately 8-12 ETFs depending on market conditions. In more volatile markets, it may allocate into partial positions. For example, instead of buying an ETF with 10 percent of your portfolio, it may only buy it for 5 percent of your portfolio.
NOTES
The Sungarden Core strategy represents the 30 years of investing experience of Sungarden founder and lead portfolio manager, Rob Isbitts, a former investment advisor and mutual fund manager, popular financial journalist, and veteran market technician. Sungarden’s research process combines algorithmic inputs and “point of attack” human decision-making, using the firm’s proprietary, trademarked portfolio modeling framework.
CLIENT RISK PROFILE
Very Conservative
