Robert Kendall

Strategy Designer

Strategy Details

STRATEGY CODE: VPMAWMF
MGMT STYLE: Tactical
INCEPTION DATE: 1/3/2007
TYPE OF STRATEGY: Mutual Funds
STARTING EQUITY: $100,000
MGMT FEE: 1.5%
INITIAL ALLOCATION FACTOR: 13.7%
COMFORT RANGE:

All Weather Series

A Mix of Domestic Style Box Securities and Bonds

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Strategy Performance

As of 3/31/2017

1MO YTD 1YR 3YR* 5YR* 10YR*
0.763.278.941.314.024.95

*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 48% 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 portfolio rotates among 6 ETFs that represent domestic growth and value companies across the small-, mid- and large-capitalization spectrum.

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Bonds

Two bond ETFs are included to offer diversification using short- and intermediate-term U.S. bonds.

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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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