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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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