Portfolio Fact Sheets

The intersection of our economically-diversified portfolio design & and the outlook of the BCM Market Risk Model™ results in our BCM Tactical Strategies shown.

BCM Tactical All-Weather

Tactical All-Weather is a broadly-balanced allocation oriented towards the cyclical nature of the economy. Tactical All-Weather holds a diverse group of economically-independent asset classes (stocks, bonds, commodities and cash). The normal baseline investment allocation is 50% stocks, 30% bonds, 10% commodities and 10% cash equivalent (short-term govt bonds). During times of economic duress (as defined by our market risk model), the stock allocation within this portfolio will drop from 50% to 30%, and the bond allocation will increase commensurately.

Over complete market cycles, this All-Weather allocation is designed to allow us the possibility of realizing stock-like returns with bond-like volatility.

Performance Overview

BCM Tactical Balanced Growth

Tactical Balanced Growth is a more focused balanced portfolio, as the normal investment allocation is 70% stocks, 30% bonds. During times of economic duress (as defined by our market risk model), the stock allocation within this portfolio will drop from 70% to 35%, and the bond allocation will increase commensurately.

Over a complete market cycle, Tactical Balanced Growth is designed to allow us the possibility of outperforming the major stock market indexes and maximizing our investment returns. Please note, the trade-off in order to realize this potentially higher investment return is that by nature of its design, Tactical Balanced Growth can potentially be more volatile than Tactical All-Weather due to the higher stock allocation.

Performance Overview