For Illustrative Purposes Only. Past Performance Does Not Guarantee Future Results.
CORE Model Performance Through 5.31.17
Long-term capital appreciation. Objective is for investors to participate fully in the growth the global stock market can offer. The CORE model allocates aggressively to US, International, and Emerging market equities (via ETFs), while seeking to protect and preserve capital in market down-turns with aggressive allocations to bonds or cash. SQR employs a proprietary Trend Rotation System (TRS), with embedded risk management, to adapt to changes in the market and re-balance the CORE model – providing professionals with an active Smart Indexing solution.
- 0% – 100% – U.S. Equities
- 0% – 100% – International Equities
- 0% – 100% – Emerging Market
- 0% – 100% – Bonds
- 0% – 100% – Cash
Number of ETFs Held:
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