The Buy and Hold approach to mutual fund investing has historically been a reasonably safe and productive strategy. Its limitations include the tendency to rebalance a portfolio on a periodic basis regardless of asset values and market conditions. In strongly trending or highly volatile markets, this increased market exposure can reduce returns and expose the investor to market losses.
At Innovative Market Trends, Buy and Hold is enhanced by: Modern Portfolio Theory, which assesses the risk/reward characteristics of an entire portfolio, rather than individual securities; and Asset Allocation, which not only divides investments among stocks, bonds and cash, but also among such specific asset classes as large-cap growth, high-yield bond, and foreign stock, depending on the goals and risk tolerance of an investor.
At Innovative Market Trends, our Buy And Hold Plus models combine traditional Asset Allocation with our proprietary Manager Selection Process to determine the best performing fund in each asset class. Managers are screened quarterly and portfolios are conditionally rebalanced.
Investments in our Buy and Hold Plus Program are based on one of five models, ranging from Aggressive to Conservative. Investments are allocated among various asset classes depending on the Portfolio's investment goals. To see which of these models might be right for you, ask us for a copy of our Risk Tolerance Questionnaire.
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