Performance reports & insights
Access our latest performance updates and factsheets for each investment strategy.
Monthly reports: transparent, timely, and informed
View our latest performance summaries, published on a regular basis for current and prospective clients.
The West Coast Growth Portfolio is suitable for aggressive investors seeking long-term appreciation. This portfolio strategy aims to identify and invest in fast-growing companies that participate in emerging global trends. The portfolio typically holds 20-25 stocks and maintains a 3%-5% allocation to cryptocurrency funds.
Benchmark
The East Coast Equity-Income Portfolio is suitable for conservative investors seeking dividend income and modest capital appreciation. The East Coast Portfolio maintains a value-focus, considering companies with consistent earnings and dividend growth. The portfolio typically holds 20-25 stocks and a handful of low-cost, yield-oriented ETFs.
Allocation TR Index-Benchmark
The Blended Growth Funds Portfolio is a balanced portfolio of low-cost ETFs for growth-oriented investors. This fund portfolio includes a 10% allocation to closed-end funds and a 5% allocation to cryptocurrency funds.
The Blended Conservative Funds Portfolio is a balanced portfolio of low-cost ETFs suitable for more conservative investors seeking capital preservation. This fund portfolio includes a market timing component for risk management and an optional 3% allocation to cryptocurrency funds.
The Caffeinated Market Timing Strategy is built for moderately aggressive investors. The objective is to outperform the S&P 500 with comparable levels of volatility. The strategy seeks to deliver high correlation to the market in up months and low correlation in down months.
Benchmark
The Decaffeinated Market Timing Strategy is built for defensive investors. The objective is to capture most of the gains of the S&P 500 with a fraction of the risk exposure. The strategy seeks to deliver high correlation to the market in up months and low correlation in down months.
Past performance is no guarantee of future results, which may differ substantially. All calculations of net returns represent performance after consideration of model fees for StratFI, underlying investments, and associated trading costs. Investment return will fluctuate over time.
Total return for the strategy is based on composite performance from the month of inception and assumes reinvestment of dividends and capital gains. Gross and net composite performance results were created by StratFI in conjunction with Longs Peak Advisory, using time-weighted rates of return. Performance results do not reflect any taxes that a shareholder may pay on fund distributions and realized capital gains. The U.S. Dollar is the currency used to express performance.
StratFI claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income. You cannot invest directly in an Index.
Strategic Foresight Investments LLC ("StratFI") is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. To receive a GIPS® Report and and/or our firm’s list of composite descriptions please email your request to jlee@stratfi.com
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