The Dynamic Multi-Asset Strategy – Series A is an adaptive allocation model designed with a focus on what we consider to be the top stocks in the Nasdaq 100 and the S&P 500. In addition, we’ve added equity index ETF’s and a layer of diversification consisting of multi-asset class ETF’s, which include commodities and precious metal positions that are not correlated to the equity markets. We run these through a proprietary tactical allocation screener each month to determine the top eight candidates for investment. We want to balance out the risk amongst the portfolio, so allocation weights vary according to each investment’s risk profile.
The portfolio consists of:
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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.
