The U.S. Trend Follower portfolio seeks long-term growth consistent with capital preservation. It is an actively-managed, rules-based portfolio derived from static, asset allocation strategies founded in Modern Portfolio Theory. Rather than adjusting according to economic outlook, it is primarily driven by the utilization of sound technical indicators, most notably the 50 and 200-day moving averages. By default, the portfolio invests in 4 different asset classes; US large and small cap equity, commodities, and domestic real estate. It will also invest in precious metals, when conditions warrant. Initial allocations are determined using the principles of MPT, while subsequent weights are adjusted as markets dictate.
If you would like more detailed information about this or any Alhambra portfolio, please call your Alhambra representative or contact us at info@alhambrapartners.com.
