All Assets Hedge Model
GO ANYWHERE...AT ANY TIME
Why limit yourself to just stocks and bonds?
The iQ All Assets Hedge Model seeks capital appreciation by holding positions in domestic & global equity, credit, commodity and interest rate markets. The Model follows a data-driven “all asset” approach that combines top-down technical analysis with bottom-up fundamental analysis.
Process:
Select from 15 investment indices ranging from stocks & bonds to currencies & commodities (includes inverse ETFs).
Select the top 5 indices based on exponential price momentum and relative strength index (RSI).
Select Model holdings based on fundamental and technical analysis
This model reconstitutes every February, May, August and November
The benefits of an “all assets” approach
An all-assets approach to investing is an investment strategy that seeks to build a diversified portfolio across a range of asset classes, such as stocks, bonds, commodities, real estate, and alternative investments. The goal of this approach is to create a portfolio that can generate consistent returns over the long-term while managing risk and volatility.
The benefits of an all-assets approach to investing include:
1. Diversification: Investing in a range of asset classes can help to spread risk and reduce the impact of any single asset class on the overall portfolio.
2. Risk management: By diversifying across different asset classes, an all-assets portfolio can be designed to manage risk and reduce overall portfolio volatility.
3. Opportunity for returns: An all-assets approach can help investors identify opportunities for returns across a range of markets and sectors.
4. Inflation protection: Certain asset classes, such as commodities and real estate, can help protect against inflation and maintain the purchasing power of the portfolio over time.
It's worth noting that an all-assets approach does not guarantee against loss, and there are risks associated with investing in any asset class.
Please be aware that all asset hedge strategies involve significant risks and may not be suitable for all investors. These strategies aim to mitigate risk and protect against potential losses, but they do not guarantee profits or prevent market fluctuations. The performance of asset hedge strategies can vary based on market conditions and economic factors. Investors should carefully consider their risk tolerance and financial objectives before adopting any asset hedge strategy