The Dynamic All Equity Strategy – Series B is an all-equity portfolio comprised of top NDX/SPX stocks by market capitalization. The model is a relative strength tactical model focuses on momentum leaders and selects from some of the most actively traded issues. Each month we select 8 candidates for an equally weighted investment portfolio and replace and reweight issues accordingly.
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White Rock Capital Management provides asset management and sub-advisory services through Hansen & Associates Financial Group, Inc., an SEC registered investment advisory firm. Asset management and sub-advisory consulting services are offered through White Rock Capital Management LLC. Past performance is not indicative of future results. No investment is risk-free. Therefore, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by White Rock Capital Management), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
