Our Investment Models

Eagle West Group, Inc. Portfolios

As part of our L.I.M. Process (Layered Investment Management), we believe in setting up multiple ways of protecting portfolios, like investment fuses. We have built Eagle West Group, Inc. portfolios to make allocation easier. However, if you have a particularly small or large client, or a special circumstance, please call 877-834-1850 to get help in selecting from one of these or our larger list of combinations to better fit your situation.

Eagle West Group, Inc. Income

50% APM model, 50% Dividend model with or without Structured income

#PPAINC

Eagle West Group, Inc. Conservative

25% APM model, 25% Dividend model, 50% Core Bond

#PPACONS

Eagle West Group, Inc. Moderate

40% Blend, 40% Core Satellite 75/25, 20% Core Bond

#PPAMOD

Eagle West Group, Inc. Growth

33% EWG Growth, 33% Merlyn, 34% Core Equity

#PPAGRTH

  1. They are less expensive because we don’t pay another institution to trade the portfolios and we control the building blocks to keep cost down.
  2. Each model has a defined and unique strategy to defend against downside markets. Models are not static; they respond to market environments.
  3. Because we build and maintain these models, we can better explain changes that occur and our reasoning behind these recommendations, discussed each week in our Learn, Lead and Scale web meetings.

Components:

APM (Advance and Protect Model):

Riskalyze risk: 26 – 32 This momentum model is designed to have no specific asset allocation. In can be any mix of stock, commodities, managed futures, and cash, but limits exposure to any one sub asset class to 20%. It looks to limit market downturns to about 5% each year (although not guaranteed) and does this by using a three-part decision process (statistical momentum, chart review and institutional bias) which evaluates each position within the portfolio each week. Should two of these measures agree, the position might be replaced by another positions or is moved to cash. This active model can be nimble.

APM Growth:

Riskalyze risk: 40 – 50 This momentum model is designed to have no specific asset allocation. In can be any mix of stock, commodities, managed futures, and cash. It has no asset class exposure limit and seeks to take advantage of momentum software by using more volatile positions. It looks to limit market downturns to about 10% in a given year (although not guaranteed) and does this by using a three-part decision process (statistical momentum, chart review and institutional bias) which evaluates each position within the portfolio each week. Should two of these measures agree, the position might be replaced by another positions or is moved to cash. This is an active model which can be nimble.

EWG Dividend:

Riskalyze risk: 34 – 45 The goal is a consistent 5-6% yield and primarily uses this yield as the model’s defense. The minimum yield for a position is 3%. Uniquely, the model could be made up of any combination of mutual funds, Real estate, ETFs, or individual stocks. This is not a specifically tactical portfolio and generally remains invested, unless suitable replacement positions don’t exist.

Blend:

Riskalyze risk: 32 – 50 Blend is a combination of 3 momentum strategies. 20% short term (weeks), 40% mid-term (months), and 40% long term momentum (quarters). The strategy was built in response to a desire to have something that was less reactive than APM with perhaps a little more risk and return. Because of its build, it generally moves out of and into markets slowly, one layer at a time. Blend can result in more trades, because of its multiple layers.

Merlyn A.I.:

Riskalyze risk 29 – 45 This model is an aggressive Artificial intelligence (AI) driven model heavily skewed to one index @ 45%. Other exposures are 25% Global, 15% Style box (large/small and value/growth), and 15% factor-based rotation. It actively measures if market risk is too high and rotates to defensive positions attempting to protect against market loss. Our process uses price trend, market sentiment, and position momentum charts to determine if protection should be triggered.

Core/Satellite:

Riskalyze risk: 19 – 55 This model combines 2/3 of a static core stock position to 1/3 sector monthly rotation and movement to cash with a core bond exposure. The sector rotation portion also uses active measures to determine if market risk is too high and rotates to defensive positions attempting to protect against market loss.

Core Bond:

Riskalyze risk: 7 This a static diversified bond model, made up of several strategic bond ETF and one fund. Allocations and positions get reviewed quarterly, with an expectation of very little in selection changes. Target total return is about 5%.

Core Equity:

Riskalyze risk: 78 This a static diversified stock model, made up of low-cost ETFs. Allocations and positions get reviewed quarterly, with an expectation of very little in selection changes. Target total return is consistent with broadly diversified equity.

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.