By using multiple quantitative models, our strategies attempt to always keep your account values near their highest levels by harvesting gains before significant market drops, helping you be in a better capital position when the next market uptrend occurs.  Each strategy is designed to offer a risk/reward profile that more closely coincides with your position in life by providing differentiated return, volatility, and drawdown characteristics.

Below is a conceptual illustration of how two non-correlated models may be combined to produce a smoother investing experience.

Porter Investments - Money Management Strategy

 

All quantitative strategies provide an alternative investment approach to the familiar buy and hold method by seeking to better react to significant changes in the markets direction.  All investing is driven by algorithms and the models are 100% mechanical. Each strategy will trade benchmark or index specific funds and ETF’s. No individual stocks or bonds are used. Below are the characteristics of each Strategy.

Durable Bond
This strategy seeks to deliver a stable total return by providing yearly interest income with minimal account drawdowns, while lessening the impact of changing bond prices over time.   See Performance.

Universal Retirement
The Universal Retirement strategy seeks steady and consistent returns while actively striving to minimize monthly volatility.  It has been designed to strategically balance both bond and equity based opportunities in a single retirement only Strategy. See Performance.

Conservative
This strategy seeks capital appreciation consistent with the broad equity markets during rising periods, while attempting to protect account values during periods of sustained market downtrends.   See Performance.

Moderate
The Moderate strategy seeks capital appreciation with or above the broad equity markets during rising periods, while attempting to add to account values during periods of sustained market downtrends.  See Performance.

Growth
The Growth strategy seeks capital appreciation above the broad equity markets during rising periods, while attempting to add to account values during periods of sustained market downtrends.  See Performance.

Aggressive
The Aggressive strategy seeks maximum capital appreciation in excess of the broad equity markets during rising periods, while attempting to add to account values during periods of sustained market downtrends.  See Performance.

Please see important additional notes and disclosures in the Disclosures page of our website.

For more details or any questions, contact us at 713.461.5303 or info@porterinv.com.