Viper 2
Investment Overview
The Viper 2 portfolio models are designed for investors with all risk and return objectives. The models range in target allocations from conservative, balanced, growth and aggressive, investing in multi income investments and equities unconstrained by the market and its sectors.
Investment Strategy
The goal of the Viper 2 models is to seek growth and income, while striving to outpace the comparative benchmarks. Through our proprietary Proactive Sector Rotation methodology, these models can invest in any combination of sectors or asset classes which we believe have the best potential to achieve the portfolio’s risk/return objectives. The Viper 2 portfolios typically hold 3-7 different ETFs and/or mutual funds, with the equity portion focused on specific sectors. Utilizing the HCM-BuyLine®, the Viper 2 models are fully liquid and can go to 100% cash or cash equivalents within its equity position to attempt to minimize loss in a market downturn.
Minimum
There is a $25,000 minimum to open an account in the Viper 2 series.
Investment Details
The Viper 2 series trades ETF’s and mutual funds with an approximate target ratio as seen below. This allocation may vary at the discretion of the manager.
Viper 2 Conservative
Conservative Growth
- 45% Stocks
- 55% Bonds
Comparative Benchmarks
- S&P 500 Reinvested – 5%
- HFRX Equity Hedge Index – 40%
- Barclay Capital US Aggressive Bond TR Index – 55%
Viper 2 Balanced
Conservative Growth
- 65% Stocks
- 35% Bonds
Comparative Benchmarks
- S&P 500 Reinvested – 5%
- HFRX Equity Hedge Index – 60%
- Barclay Capital US Aggressive Bond TR Index – 35%
Viper 2 Growth
Conservative Growth
- 80% Stocks
- 20% Bonds
Comparative Benchmarks
- S&P 500 Reinvested – 5%
- HFRX Equity Hedge Index – 75%
- Barclay Capital US Aggressive Bond TR Index – 20%
Viper 2 Aggressive
Conservative Growth
- 100% Stocks
Comparative Benchmarks
- S&P 500 Reinvested – 20%
- HFRX Equity Hedge Index – 80%
- Barclay Capital US Aggressive Bond TR Index – 0%
Platforms
