Robert Kendall
Strategy Designer
Strategy Details
| STRATEGY CODE: | VPMMAGA |
| MGMT STYLE: | Tactical |
| INCEPTION DATE: | 1/2/2008 |
| TYPE OF STRATEGY: | Stocks |
| STARTING EQUITY: | $100,000 |
| MGMT FEE: | 2.0% |
| INITIAL ALLOCATION FACTOR: | 7.7% |
| COMFORT RANGE: |
MAGA Infrastructure
Make America Great Again
Strategy Performance
As of 3/31/2017
| 1MO | YTD | 1YR | 3YR* | 5YR* | 10YR* |
|---|---|---|---|---|---|
| -1.15 | 4.04 | 33.22 | 8.39 | 9.71 | |
*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 stocks. However, no single stock will hold more than 7.7% of the portfolio at the time that the positions is deployed.
The Equity Infrastructure strategy is designed to participate in individual equities that have a focus towards building and maintaining the domestic infrastructure of America.
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Domestic
Capital is deployed among up to 25 individual equities. The positions are reviewed weekly to determine the strength of the intermediate trends.
