Maximum Strategy

Account Overview: Maximum Strategy

Current YTD — as of 03/31/21*                   5.680%


Performance Overview (as of 03/31/21)

One Year (2020)*  23.580%
Three Year  18.683%
Five Year  15.028%
Ten Year  10.363%
Life to Date  10.363%

Inception Date: April 2012

* Earnings results calculated on total investment return

Market Value vs. Net Investment

Stocks and Funds

Distribution by Sector

The Maximum Growth Strategy

The main purpose of this portfolio is to pursue growth of capital. The investment guidelines are based upon a very long-term investment horizon, and a willingness to incur significant fluctuations in value in the interim. The portfolio’s strategic asset allocation is based on this long-term perspective. Although the portfolio will not be completely invested in stocks at all times, the client’s prospects for the future, current financial condition, and several other factors suggest collectively that this portfolio can stand the degree of volatility associated with full stock exposure.

Objectives and Allocation Range:

  • Overall Portfolio Equity Range: 80% to 99%
  • Achieve a high level of long-term capital growth comparable with that of the stock market.
  • Time Horizon: 15+ years

Prioritized Investment Goals

This portfolio is primarily concerned with long-term risks, which are reinvestment rate and inflation risks. A large portion of the portfolio will be invested in equities, even when equities, as a class, are not clearly undervalued relative to other asset classes. When equities are clearly overvalued on a risk-adjusted basis relative to other securities, some switching out of stocks and into other asset classes (bonds and other securities) may help produce better long-term returns by reducing periods of extreme volatility. However, since volatility is a lesser concern to this portfolio, protection against reinvestment rate risk is best afforded by equities. This equity participation will also help the portfolio mitigate the long-term effect of inflation. Little can be done to effectively protect against temporary periods of high inflation; however, an orientation with the highest returning asset class (stocks) will, over long periods of time, provide the best return against inflation.

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