Strategic Risk Control Loss Avoidance Portfolios
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+.
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.
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.