Reduce Drawdown by Allocation Switch – A Portfolio Review Tool
- Will your investment portfolio survive the next stock market crash?
- Static Strategic Asset Allocation offers insufficient downside protection during stock market crashes.
- Advisors now have an additional portfolio review tool – Allocation Switch – for making rational decisions on when to switch clients’ asset allocation resulting in lower drawdown.
- The tool applies the principle: ‘profits drive stocks; asset allocation drives risk and return.’
- Investors will appreciate the proactive cautiousness at the inevitable next stock market crash.
- Relevant to S&P 500 index funds tickers: IUSA, IVV, SPDN, SPXL, SPY, ULPIX, VOO
“George has an amazing ability to see the world through different eyes. A great person to sound out ideas with.” “If I had not had the benefits of George's insights, our fund would have been too conservatively positioned for the strong recovery in world equity markets in the second quarter of 2009 and beyond” – LinkedIn recommendations for George Bijak, Director Investment Strategy
"ALLOCATION SWITCH S&P500 + Profits Growth Leading Indicator" is published by GB Capital Pty Ltd - a macroeconomic investment strategy research provider with 10-year track record of reducing drawdowns and enhancing returns for Investment Advisers, Multi Asset and Hedge Fund managers. In late 2007 the profits indicator correctly signalled the looming 2008 Global Financial Crisis and later in March 2009 the beginning of a strong market recovery. GB Capital presents at international conferences, and has been published in Social Science Research Network, ResearchPool, Advisors Perspectives, Seeking Alpha and the Hedge Funds industry newsletter.
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