Turning Point Risk Managed Strategies
Fast Cars Portfolio
A high-octane portfolio which uses the power of leverage to maximize returns during bull markets and a risk model to exit markets during bear markets. As market risks change based on our proprietary risk models, we either accelerate or slow-down and exit the road. Through the use of leveraged mutual funds and ETF’s, we offer portfolios which can enhance bull market returns through leverage without the risk of margin calls or borrowing.
Classic Cars Portfolio
Dynamically managed portfolios designed to reduce risk when market conditions turn bearish based on our proprietary risk models. We build portfolios with an equity “hedge sleeve” integrated into your asset allocation. During bull markets this hedge sleeve is invested in the S&P 500. However, during a bear market this hedge sleeve will be “activated” and invested in inverse-leveraged ETF’s to limit downside equity losses.
Road Trip Portfolio
The Road Trip Portfolio will invest across an investment universe of 14 asset classes representing different market segments such as equities, international, commodities, real estate, bonds and cash. Investments are made using Exchange Traded Funds (ETF) based on a disciplined quantitative strategy which employs dual momentum combining absolute and relative momentum as well as a dynamic tactical asset allocation. Ideal for IRA’s, Road Trip portfolio offers offensive returns with defensive risks.
Stock Cars Portfolio
Three is better than one. We offer a large cap portfolio which combines three different equity strategies into one portfolio recognizing the fact that no one investment strategy works all of the time. A diversified portfolio of 30 stocks is invested in 3 concentrated portfolios of 10 stocks based on each style discipline of Value, Core and Growth.