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Model Fund Portfolios
The AAS
Core Equity portfolio is a four position portfolio
that rotates among a select group of Rydex mutual funds, ProFund
mutual funds, and Exchange Traded Funds. This portfolio seeks
to build wealth with quality fund selection and market analysis.
It aims to outperform the benchmark in both positively and
negatively trending markets. The AAS Core Equity is more conservative
than the AAS Tactical and AAS Sector Rotation because it does
not own funds with historically high volatility such as Bond,
International, Dow 30, NASDAQ or Sector funds. Rather the
funds owned in the AAS Core Equity portfolio mimic specific
indices and market caps.
TheAAS Tactical
portfolio consists of four approximately equal positions that
rotate among a select group of Rydex mutual funds, ProFund mutual
funds and Exchange Traded Funds. This portfolio seeks to provide
out-performance in both Bull and Bear markets through systematic
fund selection. It utilizes the same funds as the AAS Core Equity
in addition to Bond, International, Dow 30, NASDAQ and Sector
funds. As a result, the portfolio risk is more moderate in the
AAS Tactical than with the AAS Core Equity. This is a long and
short portfolio correlated to the trends of the S&P 500.
The AAS
Sector Rotation portfolio consists
of three approximately equal positions each of which can be
selected from any of the sector funds provided by ProFunds,
Rydex or certain Exchange Traded Funds. This is a long only
portfolio. Assets are moved to cash or money market funds when
needed. The AAS Sector Rotation portfolio is designed to be
used either in conjunction with the AAS Core Equity portfolio
or to be used as a portion of an overall asset allocation portfolio.
Because this portfolio rotates among only sector funds, the
portfolio performance, investment risk and volatility are elevated.
This portfolio aims to out-perform the benchmark in positively
trending markets.
The AAS
Fidelity Select Sector Rotation portfolio consists of
four approximately equal positions each of which can be selected
from any of the Fidelity Select mutual funds. This is a long
only portfolio. Assets are moved to cash or money market funds
when needed. The AAS Fidelity Select Sector Rotation portfolio
is designed to be used either in conjunction with the AAS Core
Equity portfolio or to be used as a portion of an overall asset
allocation portfolio. Because this portfolio rotates among only
sector funds, the portfolio performance, investment risk and
volatility are elevated. This portfolio aims to out-perform
the benchmark in positively trending markets. Please
note that with some funds, Fidelity Investments impose a redemption
fee of 0.75% if the fund is traded within 30 days of the purchase
date. In some cases as the result of our overall market allocation
decisions, trades may be initiated that cause this fee to be
imposed by the issuer.
