Using extensive research and our sophisticated mutual fund analysis software, we examined the mutual fund universe, looking for mutual funds that we would characterize as “Steady Eddie” funds – those that have delivered good returns (although not necessarily the highest) through various and different market environments – with limited drawdowns. Once a number of potential candidates were identified, we then ran various combinations of these funds inside a single portfolio, in an effort to further enhance potential performance and reduce the risk of loss. The culmination of all of this research is now available to our clients in the form of our Absolute Return Portfolio.
The minimum required to fully invest in our Absolute Return Portfolio is only $25,000. Individual accounts are opened at TD Ameritrade where the funds will be purchased and held.