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eight baskets portfolio |
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Investment Goal - The Eight
Baskets Portfolio seeks to achieve market-like
returns with lower risk and volatility than the
U.S. equity market. |
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Investment Strategy - The Eight
Baskets Portfolio allocates assets among the
following eight asset classes: U.S.
Stocks, Foreign Stocks, U.S. Bonds, Foreign
Bonds, Cash, Real Estate Investment Trusts,
Commodities, and Precious Metals. Mutual
Funds and Exchange Traded Funds (ETFs) are
allocated throughout the baskets in varying
percentages, depending on several proprietary
indicators. Each basket may have more than
one holding. During adverse market
conditions, hedging strategies may be used. |
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Optimus Advisory Group
is a registered investment advisor, offering advisory
services in the state of California. As such,
these services are intended for individuals residing in
California.
Paul D. Hewitt and Steve K. Rumsey are registered representatives of
and offer securities products through
Sammons Securities Company, LLC.
Member
FINRA /
SIPC, a registered
broker-dealer. In this regard, this communication
is strictly intended for individuals residing in the
states of California, Arizona, Colorado, Illinois, and Nevada. No
offers may be made or accepted from any resident outside
California, Arizona, Colorado, Illinois, and Nevada.
Insurance services offered through Paul D. Hewitt (CA Insurance License #0B44520)
and Steve K. Rumsey (CA Insurance License #0B60100). |
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