Describe your trading/investment strategies and why it works for you?
[Jeff] We currently have five different investment strategies with a range of risk/reward profiles. Our bond ladder is much better than a bond mutual fund. Our Felix ETF model trades pretty frequently, and can get out of the market or short if needed. We have two long only stock programs. Our Great Stocks method emphasizes value on an adjusted P/E basis and changes regularly according to my ideas about the best current themes. The process goes from theme to sector to stocks, with strict screening. Our new Aggressive Stock Program includes ideas that have high risk and even higher reward. You would not bet the ranch on any one of them, but a basket makes sense. Finally, our Enhanced Yield program targets an annual 9% return with much lower risk than stocks. We do this by choosing relatively safe dividend paying stocks and writing near-term calls against the positions. This has beaten the target for two years, mostly from the call sales. It does not rely on a climbing market. This is a good anchor for most portfolios.
Un hedge fund cu cateva strategii separate, in care investitorii isi aleg ce procente din portofoliu sa aloce pentru fiecare din strategii, in functie de obiectivul propriu? Asta ar trebui sa facem si noi, de indata ce „graduam”.
Cine si-ar investi banii cu noi? Taxam doar o parte (rezonabila) din profituri, si nimic in caz de nereusita.