The Blackmore Strategy |
It is our mission to provide our clients with a unique low cost investment solution that attempts to stay with the market while prices are trending higher and reduce risk when we see increased odds of a recession or market correction. Before we begin to invest your assets, we work with you to gain an understanding of your goals and financial picture. Our goal is to implement a sensible investment plan for you that considers your risk tolerance, time horizon and financial situation.
Next we’ll establish a baseline investment portfolio from this information and utilize a tactical asset management strategy. This means we’ll actively manage your account using our three tiered quantitative approach. |
The foundation of our strategy lies in determining the overall “value” of US equity markets from a historical perspective. This metric tells us whether the financial markets are expensive or inexpensive using various economic data. For the middle tier, we analyze the market's momentum using technical indicators. Our primary objective with the second tier is to determine whether equities are trending higher or lower. In the third tier, we track behavioral indicators which provide a glimpse into how speculators are positioned in the market. We view changes within each tier as a change in the risk to reward profile of the equity markets. We’ll constantly strive to ensure the client’s portfolio is positioned to the most probable outcome for success as we interpret it.
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