BALANCED STRATEGY
Chlebina Capital has historically focused on the “Tiger Strategy,” which is an aggressive industry based value investment process that offers a high risk/reward profile. The volatility that has become increasingly apparent in the market has created the need for less aggressive strategies to compliment the Tiger Strategy. We have constructed a strategy that fits into the “Growth & Income” portion of our “Integrated Tiger Strategy” simply called the “Balanced Strategy”.
The Balanced Strategy is one of our proprietary methods of investing, which has a median risk/reward tolerance. This strategy focuses on investing in equities with a momentum kicker, while seeking to reduce risk by investing in fixed income securities. The Balanced Strategy is comprised of equity and fixed income securities.
The Balanced Strategy attempts to obtain returns similar to the S&P 500 in positive years, while still providing the protection of lower volatility during the down years.
This strategy has been developed to have less volatility than the Tiger Strategy, and as such, is not anticipated to have as much upside potential or downside risk. This strategy has been created to reduce risk, increase exposure to multiple asset classes, and increase diversification by investing in securities that may hold hundreds if not thousands of positions.
An index is a portfolio of specific securities, the performance of which is used in our strategy as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. The index returns are "Total Returns" with dividends reinvested, which means the return is not only the change in price for the securities in the index, but any income generated by those securities. The S&P 500 Index is an unmanaged index that is generally considered representative of the U.S. stock market. The performance of an unmanaged index is not indicative of the performance of any particular investment. Investments offering the potential for higher rates of return also involves a higher degree of risk. Past performance is no guarantee of future results.
There is no certainty that any investment strategy will be profitable or successful in achieving your financial objectives. Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member: FINRA/SIPC