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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
Minimizing Downside Investment Risk
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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