Is Your Portfolio Ready For the Next Meltdown?

If you’re like most investors, you have been through a tough decade of volatile returns. Looking back to the credit crisis of September 2008 and the Real Estate Bubble of ’07 and the Dot.Com Bust of ’02, we can now see the effects of a “lost decade” for many investors. As a result of these unexpected downturns and dramatic market swings, many leading observers now question whether “buy and hold” is a suitable investment strategy for purchasing stocks, bonds, funds or alternative investments. Is “buy, hold... and hope!” a discredited investment philosophy? Is your portfolio ready for the next meltdown?

We have two points we would like to share:

1) Do you have a sell strategy in place on your current portfolio? If not, you might want to continue reading about our Dorion-Gray Tactical Portfolios.

2) Should you discontinue the practice of buy and hold? Dorion-Gray can stress test your portfolio to show you where... and how... you might be vulnerable in future markets. The stress test is a complimentary assessment based on a comprehensive modeling of potential events and how they might affect your current assets (click here to sign up for our free stress test and portfolio analysis)

If stress test indicates buy, hold... and hope! is a questionable strategy for you, then it’s fair to ask what we might recommend in its place.

Advance And Protect Your Portfolio In Real Time

	Dorion-Gray Tactical Portfolios
		Tactical Muni Portfolio The goal is current income by investing in fixed income vehicles. This portfolio is designed for investors who seek income with low risk on the loss of principal. Typical investors are very risk averse.
		Tactical All Cap Stock Portfolio The goal is long-term growth of principal by investing in stocks. Risk levels move from aggressive growth, to growth & income, to all income as the model reacts to risk in the marketplace and makes necessary adjustments from equities to cash and back. Typical investors seek capital growth through equity-type investments, with a minimum time horizon of five years and incresed share price volatility.
		Tactical Growth Portfolio Goal is long term growth of principal with little concern for current income by investing in stocks and fixed income vehicles. Risk level will move from growth to growth & income to all income as the model reacts to risk in the marketplace and makes the necessary adjustments from equities to cash and back. Typical investors seek capital growth through equity investments, with a minimum investment time horizon of five years includng share price volatility.
		Tactical Income Portfolio Goal is current income by investing in fixed income vehicles. Typical investors in the portfolio seek income with investments that historically have demonstrated a lower risk in potential loss of principal. These investors are very risk averse.

What exactly do we mean by advance and protect your portfolio? Driven by specialized technology Dorion-Gray Tactical Portfolios can continuously advance and protect your investment assets. Our proprietary systems monitor thousands of investment data points — including price, pressure, momentum and other proprietary metrics — through a sophisticated software engine that generates buy, sell or hold information on asset positions. In favorable environments the system advances your portfolio by entering into long positions. In unfavorable environments it will attempt to protect your portfolio by raising cash and reducing exposure to risk-identified assets.

How These Tactical Portfolios
Work For You

• By continuously advancing and protecting your assets in virtually any market
• By fine tuning portfolio positions to make them more flexible and adaptive
• By responding to potentially unfavorable market risks as they occur in real time
• By improving overall performance and risk adjusted returns
• By providing specific answers on the use of capital
• By maintaining the financial plans of our clients
• By eliminating trading fees

Three Key Reasons To Invest

1. These Portfolios Are More Effective Than Passive, Subjective Investing

Managing investment data and making good decisions has always required a deep understanding of risk, market exposure and the dynamics of portfolio construction. Until recent times, investment advisors and money managers had to rely on tracking data to understand market trends and make subjective portfolio decisions. Today more dynamic systems have evolved which allow portfolio managers to view highly complex data sets—including market trends and positions—in real time.

2. They Employ Sophisticated Modeling

Dorion-Grayʼs Tactical Portfolios employ sophisticated modeling to understand overall markets and individual equities. This structured process makes detailed assessments on a day-today basis for each Tactical Portfolio while monitoring thousands of investment data points through a software engine that calculates specific buy, sell and hold decisions. The portfolios maintain investment objectives using risk analysis on individual stocks, ETFʼs and mutual funds. Additionally, they provide continuous capital adjustments based on overall patterns of market behavior through...

• Statistical probability analysis
• Dynamic weighting
• Multivariate analysis
• Price patterns
• Moving averages
• Rate-of-change considerations
• Trends
• Relative positions

3. They Help Us Make Final Buy, Hold and Sell Decisions Based On Your Needs

All Portfolio decisions are made in accordance with a pre-determined use of capital based on client needs and plans. Our allocation models are dynamically applied to current positions to help us maintain consistent risk-adjusted returns through asset diversification and the effective use of cash or cash equivalents.The system continuously monitors the markets while analyzing individual portfolio components and positions. This allows us to better adjust for short term and long term market risk through timely adjustments for each portfolio.

Summary

Dorion-Gray Tactical Portfolios provide specific answers for an abundance of decision factors, thereby providing continuous buy, hold and sell information on asset positions in real time. This proprietary technology has been specifically designed for retirement investors who must advance and protect their portfolio during uncertain economic times.

Would You Like to Sign Up For Our Free Portfolio Stress Test?

The stress test is a complimentary assessment based on a comprehensive modeling of potential events and how they might affect your current assets (sign up for our stress test and portfolio analysis). 

Quote: “While most investment software provides the basis for subjective guidance in asset management, Dorion-Gray Tactical Portfolios deliver clear concise buy, sell, hold recommendations based on a dynamically adjusted, real time analysis of market conditions.”

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Dorion-Gray Retirement Planning, Inc. Dorion-Gray Retirement Planning, Inc. and Securities America, Inc. are unaffiliated.