![]() ![]() To be clear, one standard deviation means that there is a 16% chance that the risk will be larger than the calculated value, and the truth is that it will be much larger. To measure return and risk, financial analysts use the annualized rate of return (AROR) and define risk as one standard deviation of the daily returns. That period also spans one of the largest market sell-offs in the post-WW II era, an equally unprecedented bull market, and more volatile recent activity, making it a good data sample. 20, 2019, to allow for inclusion of all of the ETFs. We’ll look at the data from 2007 through Feb. ![]() dollar index (UUP), and the Goldman Sachs Commodity Index Trust (GSG). This website and information are not intended to provide investment, tax, or legal advice.As our basis for comparison, we’ll use the SPDR S&P 500 ETF (SPY), high-grade corporate bonds (HYG), preferred stocks (PFF), a Vanguard bond fund (BND), municipal bonds (MUB), the U.S. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are provided for guidance and information purposes only. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. web site or incorporated herein, and takes no responsibility therefor. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Trowbridge Capital Partners LLC. business operations, services, and fees is available at the SEC’s investment adviser public information website – from Trowbridge Capital Partners LLC. current written disclosure statement discussing Trowbridge Capital Partners LLC. A copy of Trowbridge Capital Partners LLC. For information pertaining to the registration status of RIA Firm Name, please contact the state securities regulators for those states in which Trowbridge Capital Partners LLC. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Any subsequent, direct communication by Trowbridge Capital Partners LLC. solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Accordingly, the publication of Trowbridge Capital Partners, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Trowbridge Capital Partners LLC. Trowbridge Capital Partners LLC. web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. (“RIA Firm”) is an SEC registered investment adviser located in New York, New York. Legal: ADV Part 2 CSR ADV3 Privacy Policy The Strategy has the ability to move to 100% cash and uses mean-reversion models to exit crowded positions to lock in large gains. This approach strives to outperform the S&P 500 in both bull and bear markets. ![]() By initiating these changes, Trowbridge’s strategies seek to reduce drawdowns, while attempting to capture and maximize the potential gains associated with bull-market rallies. The intent is to invest in individual stocks when the market is trending upward and to move to defensive sectors or reduce portfolio beta when the market is trendi ng down. Risk is controlled by reducing portfolio beta based upon the overall strength of the S&P 500. The strategy invests in the S&P 500 universe with a maximum of 35 stock positions that are equally weighted with a maximum sector weight of 30%. The strategy seeks equal to or greater returns over the S&P 500 with 30% less volatility and a max drawdown of 15% over a market cycle. In doing so, our methods drive security selection and optimize risk-adjusted returns in a long-only portfolio construction. Trowbridge Capital Partners focuses on using proprietary quantitative models for a research-driven mathematical process that dynamically manages risk. ![]()
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