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Chapoquoit Dynamic Portfolios is a Division of First National Corporation
History of the Chapoquoit Model
Investment Model Overview
Aggressive Fact Sheet
Moderate Fact Sheet
Conservative Fact Sheet
Adaptive Investment Best Portfolio Optimization
Adaptive Investment Portfolio Approach
In 2008, Richard Oberuc and Philip Nehro identified that investors wanted a different investment approach that provided the following:
Targeted performance that provides for equity-like returns and bond-like risk, i.e. minimizes portfolio losses while striving to achieve strong returns.
A tactical investment strategy that does not rely on technical market trend following, but does rely on fundamentals of the economy and the markets on an adaptive basis.
A quantitative rules-based investment process that removes emotion in making investment decisions.
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