MOMENTUM: BUY winners…SELL losers.
We apply the concept of momentum to buy a limited number of equities within the major indexes, as well as various ETFs across multiple asset classes including stocks, bonds, commodities, real estate, gold, etc.
RISK-PARITY: We BALANCE RISK across a portfolio’s holdings.
We use Risk-Parity to balance risk across a portfolio by weighting each holding based on its unique downside volatility and how it behaves relative to other holdings within the current portfolio.
