Robert Kendall

Strategy Designer

Strategy Details

STRATEGY CODE: VPMCE
MGMT STYLE: Tactical
INCEPTION DATE: 1/2/2008
TYPE OF STRATEGY: ETFs
STARTING EQUITY: $100,000
MGMT FEE: 1.5%
INITIAL ALLOCATION FACTOR: 25.0%
COMFORT RANGE:  

Core Equity

The domestic market broken down by sectors.

Strategy Performance

As of 3/31/2017

1MO YTD 1YR 3YR* 5YR* 10YR*
-0.812.6210.152.866.66

*Annualized Rate of Return

Max Initial Investment Exposure by Asset Class

The model has the freedom to invest up to 100% in cash or up to 100% across the ETFs. However, no single ETF will hold more than 25% of the portfolio at the time that the positions is deployed.

The strategy dynamically manages the investment exposure and cash levels of the portfolio based on a quantitative trend-following risk-management process. The emerging market and commodity ETFs utilize a shorter-term model while the remaining securities use an intermediate-term trade system.

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Equity

This active strategy of 9 ETFs of the various sectors of the domestic markets. The strategy rotates among these 9 distinct sectors depending on the strength of each underlying sector.

Want to see our software in action?

Contact Us

VPM Partners LLC

Sedona, AZ.

  • 480-770-6163

About VPM

For 20 years, our VPM portfolio management process has given thousands of advisors the ability to build and maintain quality and scalable strategies. Through integration with partnerships and dozens of prebuilt strategies, VPM and its consultants can guide you through the entire process in building a true scalable and deliverable product suite.

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