Robert Kendall

Strategy Designer

Strategy Details

STRATEGY CODE: VPMT25
MGMT STYLE: Tactical
INCEPTION DATE: 1/2/2001
TYPE OF STRATEGY: Stocks
STARTING EQUITY: $250,000
MGMT FEE: 2.0%
INITIAL ALLOCATION FACTOR: 6.5%
COMFORT RANGE:

Tactical 25

Strategy Performance

As of 3/31/2017

1MO YTD 1YR 3YR* 5YR* 10YR*
-1.04-2.52-0.381.57.024.79

*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 6.5% 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.

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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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