Risk-Minimized Portfolio Offerings

Different risk levels and efficient frontier

Investment Objective: Chapoquoit’s aggressive tactical asset allocation is driven by market & macroeconomic factors over repeating market cycles striving to achieve a consistent satisfactory return associated with an aggressive client’s risk tolerance.

  • Risk is expressed over repeating market cycles by measuring performance against an index comprised of 70% S&P & 30% US Govt10yr+.

Aggressive Fact Sheet

Investment Objective: Chapoquoit’s moderate tactical asset allocation is driven by market & macroeconomic factors over repeating market cycles in order to achieve a consistent satisfactory return associated with a moderate client’s risk tolerance.

  • Risk is expressed over repeating market cycles by measuring performance against an index comprised of 50% S&P & 50% US Govt 5-7 yr.

Moderate Fact Sheet

Investment Objective: Chapoquoit’s conservative tactical asset allocation is driven by market & macroeconomic factors over repeating market cycles in order to achieve a consistent satisfactory return associated with a conservative client’s risk tolerance.

  • Risk is expressed over repeating market cycles by measuring performance against an index comprised of 30% S&P & 70% US Govt 1-5 yr.

Conservative Fact Sheet

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