Get the best of both worlds. We allow advisors to combine our most popular strategies into one account, avoiding the hassle of opening two accounts. You can achieve more diversification, and allow investors to experience owning both stocks and ETFs.
The strategy draws upon the methodology used to build our stock and ETF portfolio strategies: the Fortis Leaders Double Play and Fortis Leaders 50 Stock Strategy.
The stock component invests into large and mid-cap companies we believe to be industry leaders, selected based on technical and fundamental characteristics to create a ranking score at the sector and individual stock level. The discipline of the strategy prescribes that no sector will supersede its percentage allocation of more than 150% of its weighting to the S&P 500. Additionally, target weightings for each of the fifty underlying stock holdings are 2%, never exceeding 5% of the total portfolio value. There is no maximum or minimum stock or cash allocation restriction.
The ETF component gives access to investors seeking to control risk through a dynamic risk conscience approach to investing in the four broad asset allocations of Equities/Fixed Income/Commodities/Cash through ETF Investing. No limitations imposed on the percentage allocation to Equity, Fixed Income, or Cash. Commodity allocation cannot exceed a maximum of 20%
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