Robert Kendall

Strategy Designer

Strategy Details

STRATEGY CODE: VPMDB
MGMT STYLE: Tactical
INCEPTION DATE: 1/2/2008
TYPE OF STRATEGY: Mutual Fund
STARTING EQUITY: $100,000
MGMT FEE: 1.5%
INITIAL ALLOCATION FACTOR: 32.0%
COMFORT RANGE:

Diversified Bond

This strategy spreads capital across a variety of maturities and grades of bonds.

Strategy Performance

As of 3/31/2017

1MO YTD 1YR 3YR* 5YR* 10YR*
-0.290.667.533.772.46

*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 Mutual Funds. However, no single fund will hold more than 32% 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. This strategy seeks out favorable trends across the broad domestic bond market.

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Bonds

This active strategy of 5 Mutual Funds of the various sectors of the domestic markets. Capital is deployed among each of these funds based upon the strength of the intermediate trends. If the risk is too great within these funds or the overall bond market, greater amounts of cash are favored in place of yields.

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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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