Bluestone Elite Conservative
Utilizes tactical asset management to improve the risk adjusted return versus a traditional conservative portfolio over the course of a full market cycle.
We offer the Elite strategy in a moderate risk tolerance for more conservative investors. The process and implementation are the same as the Bluestone Elite strategy, however we maintain a permanently lower beta than Elite due to a higher allocation to fixed income ETFs.
The Bluestone Elite Conservative strategy utilizes tactical asset management to improve the risk adjusted return versus a traditional conservative portfolio over the course of a full market cycle. The strategy primarily utilizes equity and fixed income ETFs but may utilize other asset classes for the purposes of portfolio construction. The Manager uses a top-down approach to identify asset classes and sectors that we believe will produce strong or weak relative performance to the overall market and makes investments to capitalize on these market opinions. When the manager deems it appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and will allocate a significant percentage to cash and cash equivalents.
- Brian C. Shevland
- Lee A. Calfo
- Typical allocation is 10-20 individual securities
- Maximum non-ETF position size is 5%
- No leverage, No Shorting
- Max levered ETF exposure 10% (typically zero)
As of 2/1/2017