The Goal:
Minimize Downside Investment Risk

Chapoquoit Dynamic Portfolios believes the following as the basis for our investment process:

  • Past returns cannot profitably predict future performance.

  • Using top down market and macroeconomic analysis to control monthly allocations to ETFs is a very effective investment approach.

  • Minimizing downside risk over a market cycle of 6-8 years, while targeting a selected return, generates more favorable investment results compared to a buy-and-hold approach. This tends to reduce portfolio maximum drawdown and standard deviation resulting in a lower risk portfolio.

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