How ProActive is Your Investment Portfolio?

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Asset Management, Financial Planning, Wealth Management  |  January 16, 2019  |  
Chris Creed

2018 was a year punctuated by two stock market corrections and volatility the likes of which has not been seen in years. It’s easy to forget that this type of volatility is not uncommon. All the more reason to be proactive rather than reactive to market moves. But how?

For many Venturi clients, we utilize a ProActive portfolio as part of an overall investment strategy. The strategy uses leading economic indicators in an attempt to keep investors on the right side of major market moves.

For example, the strategy had 72% allocated to equities as of the of end of October 2018, which was then proactively reduced to 28% in November, and then to 14% in December.

Each month, the strategies’ macro-economic and price-based indicators are combined to:

  • Evaluate the relative attractiveness of equities versus fixed income
  • Select ETFs with favorable relative strength
  • Protect capital by raising cash during large market declines

For a look at the factors this model evaluates, and the subsequent portfolio changes, click here for our Global Tactical Allocation report.

Past performance, of course, cannot predict future results.

Venturi Wealth Management: Austin Wealth Manager

 Venturi’s core mission is to help organize, plan, and manage all aspects of wealth for families and entrepreneurs with substantial assets and complex business and personal financial lives—so you can focus on doing the things that matter most to you. We manage more than $1 billion in assets, a significant portion in house, often eliminating additional layers of management fees. Founded in Austin, Texas, Venturi incorporates the city’s entrepreneurial energy into everything we do for our clients.

Partnering with the right people to help manage your financial livelihood is not a small step. The issues are complex. You may want to use an advisory firm to guide you through the process.

For more information, please contact Russ Norwood, CEO and founding partner at (512) 220-2040, or russ@venturiwealth.com; or Mike Sanders, President, at (512)220-2044 or msanders@venturiwealth.com


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