Here is a brief summary of each Turner Capital portfolio strategy. If you have questions or would like to get involved with Turner Capital click here to get started.
Turner Quant Advantage (TQA): This portfolio holds momentum oriented stocks and ETFs in bull-trending markets; can hold more cash in transition markets; and focuses on 2x inverse index ETFs in bear trending markets.
Diversified Income Strategy (DI): This portfolio holds higher yielding dividend stocks, covered calls and naked puts in most markets, but can hold more cash in bear-trending markets.
ETF Total Market (ETM): This portfolio holds index and market segment ETFs in bull-trending markets; can hold more cash in transition markets; and focuses on 1x inverse ETFs in bear trending markets.
Portfolio Component | Diversified Income | ETF Total Market | Turner Quant Advantage |
|---|---|---|---|
Investment Bias | Income and Moderate Growth | Moderate Growth | Strong Growth |
Actively Traded | Yes | Yes | Yes |
Stop Loss Risk Mitigation Strategy | Approximately 1 Month Volatility Range | Approximately 1 Month Volatility Range | Approximately 1 Month Volatility Range |
Aggressiveness (Scale: 10 is most aggressive) | 2 | 4 | 8 |
Bull Market Objective | May hold cash, dividend paying stocks/ETFs, covered calls and naked puts. | Holds mostly sector, industry and commodity ETFs. | Holds fundamentally strong, technically up-trending growth stocks and cash. |
Bear Market Objective | May hold cash, dividend paying stocks/ETFs, covered calls and naked puts. | Holds 1x inverse index and sector ETFs. | Holds 2x inverse index ETFs and cash. |
Neutral and/or Transition Market Objective | May hold cash, dividend paying stocks/ETFs, covered calls and naked puts. | Holds mostly cash. | Holds mosly cash. |
Drawdown Potential* | Generally less than 4% | Generally less than 8% | Generally less than 15% |
Benchmark | Morningstar US Dividend Growth index (MSDIVGT) | S&P 500 | S&P 500 |
*Drawdown Potential does NOT mean that the drawdown is limited to these estimates. Depending on market conditions these numbers could be materially higher.