We’re very pleased to announce that since inception, Dynamic Equity beat the S&P 500! In fact, the strategy beat the S&P 500 during the latest 1-month, 3-month, 1-year (2018) and 3-year time periods.
Dynamic Equity is a fully tactical (can go 100% cash) strategy that invests in all areas of the U.S. equity market. Most fully tactical strategies only invest in one specific area of the market, such as a large cap index, or high dividend paying stocks, or mid cap stocks. This means when that particular market cap and/or style is out of favor, that strategy will underperform, sometimes dramatically.
Alternatively, Dynamic Equity truly is an all-cap/all-style strategy, strategically moving among the many different market caps and styles available. This crucial difference is one of the main reasons why Dynamic Equity outperformed the S&P 500 since inception.
To give you a picture of how effective this can be, this is what Historical Style Analysis looks like for Dynamic Equity:
By contrast, here is what Historical Style Analysis looks like for the S&P 500:
(Source: AdvisoryWorld Analytics)
With the ability to move freely between market caps (Large, Mid & Small Caps) and styles (Growth, Blend & Value), Dynamic Equity has the flexibility to take advantage of opportunities that present themselves throughout ever-changing market environments. Couple that with the ability to raise and lower risk as the market dictates or take the strategy to a 100% cash position if necessary and you can begin to see why Dynamic Equity makes sense as a truly all-weather strategy.
To find out more about how Dynamic Equity can be used effectively within your own client portfolios, please contact us. We’ll be happy to run complimentary analysis on your current client holdings.
Optimus Advisory Group manages liquid tactical and alternative investment strategies that meet the needs of our clients. We use a disciplined, quantitative methodology to build and manage our portfolios.
Over a full market cycle, these strategies are designed to provide superior risk-adjusted returns while maintaining a low-correlation to traditional market indices.
The performance results shown include the reinvestment of dividends and other earnings. Comparison of the Optimus Advisory Group Programs to any other indices is for illustrative purposes only and the volatility of the indices used for comparison may be materially different from the volatility of the Optimus Advisory Group Programs due to varying degrees of diversification and/or other factors. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Optimus Advisory Group does not make any representation that the Optimus Advisory Group Programs will or are likely to achieve returns similar to those shown in the performance results in this presentation. Optimus Advisory Group reserves the right to trade different funds within their models.
The historical S&P performance results (and those of all other indices and index funds used as proxies for indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the Optimus' portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any Optimus portfolio holdings will correspond directly to any such comparative index.
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investment strategies devised or undertaken by Optimus Advisory Group) will be profitable for a client's or prospective client's portfolio. All performance results have been compiled solely by Optimus Advisory Group and have not been independently verified.
The Optimus performance results do not reflect the impact of taxes.
Advisory Services offered through Optimus Advisory Group, a Registered Investment Advisor.
Optimus Advisory Group, 6 Venture, Suite 200, Irvine, CA, 92618
