Bluestone Elite Conservative
Improve the risk adjusted return of a conservative investment portfolio over the course of a full market cycle utilizing tactical asset management.
The strategy utilizes ETFs and equities as well as fixed income securities for the purposes of portfolio construction. The Manager uses a top-down approach to identify 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
- Inception in December 2014
- Typical allocation is 10-20 individual securities
- Maximum non-ETF position size is 5% at initiation
- No leverage, No Shorting
- Max levered ETF exposure 10% (typically zero)
As of 9/1/2018
*Blended benchmark consists of 40% Barclays Aggregative Bond Index and 60% S&P500 Total Return.
**2014 returns are only for November and December 2014.
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