This investment portfolio is specialized in its approach to measuring market liquidity and adjusting its investment strategy accordingly. It uses factor and macro investing to guide growth investments and employs a smart beta process to allocate investments between bullish and bearish ETFs. The bearish side of the portfolio uses alternative strategies such as long/short, options, buffers, and anti-beta. By adapting to changes in market liquidity and utilizing a variety of investment techniques, this portfolio has the potential to generate more efficient pricing and better returns. If you're interested in learning more about how this portfolio works and how it may benefit your investment goals, it's worth exploring further.
This equity factor investing portfolio measures and rotates between factors such as momentum, quality, value, beta, and profitability, and only invests in factors with strong conviction on either the high or low end of the spectrum. The portfolio uses ETFs that display the selected factors the most. Similarly, the income factor investing portion measures and rotates between factors such as beta, long-term rate exposure, credit, and high-yield credit risk. Only the factors with strong conviction are invested in, either on the high or low end of the spectrum, and the portfolio uses ETFs that display the selected factors the most. The portfolio is regularly monitored and rebalanced to maintain the desired factor exposures over time.
MacroEdge is an investment strategy that focuses on analyzing large-scale economic and financial trends. The strategy focuses specifically on four determinants, including global stability, the value of the U.S. dollar, U.S. Treasury rates, and inflation. Our analysts make investment decisions based on their analysis of these determinants to take advantage of opportunities and minimize risks. The portfolio may use different investment vehicles such as bonds, stocks, currencies, commodities, and alternatives to implement their investment decisions. The MacroEdge strategy provides investors with an approach to navigate the complex and ever-changing landscape of global markets.
The Golden Ratio portfolio is a method of dividing a portfolio into two parts using the Fibonacci sequence of 61.8% to 38.2%. The larger part is invested in equity or fixed income, while the smaller part is invested in fixed income or alternatives, at the discretion of the portfolio manager. The aim is to follow a diversified version of the traditional 60/40 portfolio and minimize risk through diversification and capital preservation while still allowing for some exposure to higher-risk investments and capitalizing on potential returns in both up and down markets.
TailGuard is a portfolio designed to protect against tail risk losses, achieved by investing in assets that have a low correlation with the overall market. Tail risk refers to the potential for extreme and rare losses in an investment portfolio, and can be mitigated through diversification, risk management strategies, and understanding the underlying risks of investments.
ValueVest is a value-based portfolio that invests in companies or assets that are undervalued by the market using a bottom-up approach and a focus on quality companies. It uses a variety of investment vehicles such as stocks, ETFs, and mutual funds to achieve its investment objective. The portfolio is regularly monitored and rebalanced to maintain a value-oriented investment approach and the desired level of exposure to value stocks, with the goal of achieving long-term returns.
The Carlson Permanent Capital Strategy portfolio is a permanent concept portfolio that invests in stocks, bonds, cash, commodities, and market-neutral investments to provide investors with access to a wide range of asset classes. The portfolio aims to minimize risk through diversification and capital preservation by investing in assets with low correlation to each other. It seeks to capitalize on the long-term growth potential of stocks while mitigating risk through the use of bonds and cash and includes commodities and market-neutral strategies for exposure to different markets and strategies, as well as potential hedging opportunities. The portfolio's percentage in these asset classes does not change over time and should help during all 4 market cycles: growth, inflation, deflation, and staglfation.
The Tax-Optimized Growth Portfolio focuses on maximizing capital appreciation while minimizing the impact of taxes on the portfolio's returns by investing in tax-efficient vehicles such as index funds or ETFs, holding assets for long periods to take advantage of long-term capital gains rates, and carefully timing the sale of assets to minimize the impact of short-term capital gains taxes. The portfolio manager may also invest in tax-advantaged municipal bonds, which are exempt from federal income tax and may also be exempt from state and local taxes for certain investors. The strategy aims to balance the investor's risk and return objectives with tax efficiency through diversified asset allocation and tax-advantaged investment vehicles.
The Tax-Smart Income and Preservation Portfolio prioritizes generating income while minimizing taxes and protecting the initial capital invested, achieved through a combination of strategies such as investing in tax-efficient assets, holding a mix of income-generating assets such as bonds and dividend-paying stocks, and potentially holding cash or other less risky assets. The portfolio manager may focus on companies with a history of consistent dividends and low volatility. The strategy aims to provide a steady stream of income while minimizing the risk of losing the initial investment, while also employing advantageous tax strategies to maximize the investor's return after taxes.
An Income portfolio is designed to generate regular cash flow by investing in assets such as bonds, treasuries, real estate, and dividend-paying stocks, often using ETFs and mutual funds that focus on these types of assets. While this portfolio may not provide as much growth potential as a portfolio focused on capital appreciation, it can provide a steady stream of income, making it useful for retirees or investors seeking a reliable source of cash flow, with income generated by this type of portfolio fluctuating depending on the underlying assets performance and interest rate changes.
The Global Impact Portfolio is an investment strategy that focuses on long-term global trends, aiming to provide exposure to companies and industries that address pressing world challenges. The portfolio offers investors an opportunity to benefit from the growth potential of companies that are at the forefront of solving problems and meeting the needs of a rapidly changing world. The strategy aims to achieve returns by focusing on emerging trends and opportunities, providing a specialized and potentially profitable investment opportunity for investors.
Bespoke Investment Solutions offer open architecture completely custom investment portfolios tailored to the individual investor, with maximum flexibility in terms of asset selection, allocation, and strategy implementation. These portfolios are constructed and managed based on the investor's particular needs and goals, consisting of a mix of stocks, bonds, mutual funds, ETFs, and other investments that are chosen based on risk tolerance and investment objectives, with careful monitoring and adjustments made as necessary. With a portfolio minimum of $1 million, these solutions offer dynamic adjustments to potentially maximize returns and minimize risk.
The material presented is provided for informational purposes only. Asset allocation and diversification do not assure a profit or prevent market loss. There is no assurance that any investment process will consistently lead to successful results. The information shown does not constitute investment advice, does not consider the investment objectives, risk tolerance or financial circumstances of any specific investor.
Copyright © 2018 Carlson Financial Group - All Rights Reserved.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com, Carlson Financial Group and the above companies are independent, and non-affiliated. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.carlsonfinancialgroup.us and assume total responsibility for your use of the sites you are visiting. Tax, legal , or Social Security Claiming services are not offered through, or supervised by Lincoln Investment, or Capital Analysts. . Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.
Carlson Financial Group, Valued Capital Advisers, and the above firms are independent and non-affiliated.
* Neither Carlson Financial Group, Valued Capital Advisers, Capital Analysts, or Lincoln Investment, nor its employees, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. **Neither asset allocation nor diversification guarantee a profit or protect against loss. Insurance products are not offered through, or supervised by Lincoln Investment or Capital Analysts.