For Illustrative Purposes Only. Past Performance Does Not Guarantee Future Results.
Long-term capital appreciation. Objective is to help investors participate fully in the growth the U.S. stock market can offer. The FOCUS model allocates aggressively to U.S. equity indexes (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 FOCUS model – providing professionals with an active Smart Indexing solution.
- 0% – 100% – U.S. Equities
- 0% – 100% – Bonds
- 0% – 100% – Cash
Number of ETFs Held:
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The information and materials provided on this website and through electronic communications are provided as a general source of information on finance and investment topics. While all reasonable efforts have been taken to ensure the accuracy of the materials provided, Publisher cannot and does not guarantee or warrant the accuracy or completeness of such information. The information provided by Publisher is not intended as specific, personalized investment advice, and may not be updated. Consult with a registered investment adviser prior to entering any investment transaction.
The materials provided by SQR may focus on certain market conditions or events to highlight a specific investment occurrence. Past performance does not guarantee future results. You should not rely on any past performance of an investment or market as a guarantee of future investment performance. Investment conditions fluctuate constantly as does the performance of specific investment vehicles.
Publisher and individual authors of materials on SQR may from time to time take positions in individual investment vehicles discussed in materials published on the site. Such positions will be disclosed in the relevant material.