Long/Short Balanced Program

Based upon macroeconomic fundamentals, this program emphasizes actively managing a broad mix of non-correlating assets using ETFs and aims to reduce the risk of an equity portfolio while also increasing the return. This is a very unique feature as risk reduction generally occurs at the cost of a lower return. This program’s objective is to profit throughout all economic cycles by reducing risk and losses during contractions as well as maximizing gains during expansions.

With an absolute return focus, Long/Short Balanced strives to generate a greater total equity return over the entire economic cycle; therefore eliminating the need of a sustained bull market to generate greater account equity values. This will keep the portfolio assets on a positively-sloped equity curve. The Long/Short Balanced Portfolio invests in inverse ETFs for short exposure and does not implement short selling. The inverse exposure generally ranges from 0 to 30% dependant upon macroeconomic factors. In essence, the portfolio strives for low volatility, non-correlation to the overall market, and profit potential in all economic environments.

Information & Resources

Long/Short Balanced Factsheet
Long/Short Balanced Performance History

Portfolio Composition