eight baskets portfolio

Investment Goal - The Eight Baskets Portfolio seeks to achieve market-like returns with lower risk and volatility than the U.S. equity market.
 
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.
 
Request a Fact Sheet
 
 
Request Info

eight baskets update & commentary

 
Did You See?
 
2008 Recap
 
Something Wicked This Way Comes
 
Archives
Q&A About the Financial Crisis - October 2008
Fixing Wall Street - October 2008
2nd Quarter 2008
1st Quarter 2008
4th Quarter 2007
 
 
Sign Up for FREE E-Mail Market Updates
  • Copyright 2008 © All rights reserved.

  • 6 Venture
    Suite 200
    Irvine, CA  92618
  • Tel: 949.727.4734
    Fax: 949.727.4735

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.

Insurance services offered through Paul D. Hewitt (CA Insurance License #0B44520) and Steve K. Rumsey (CA Insurance License #0B60100).