Income Strategy
(20% Equity – 80% Fixed Income)
The Stringer Income Strategy is a core risk managed portfolio designed to provide current income with long-term growth of capital for fixed income investors seeking some equity market participation with a 20% equity / 80% fixed income allocation target. Our risk first approach endeavors to provide a consistent return over time with an eye toward meaningfully reducing volatility to the broad equity market. While anchored in our strategic allocation approach, we provide a dynamic tactical sleeve and the protection of our Cash Indicator.
Investment Approach
- We anchor our portfolios with strategic asset allocations that are based on our proprietary capital market expectations for the next 3-5 years.
- We complement our strategic asset allocations with tactical asset allocations that attempt to take advantage of the near-term opportunities that exist in every market.
- We overlay our proprietary Cash Indicator to help identify periods of time when it may be advantageous to temporarily raise our cash allocation to 25% or 50% of the portfolio so that we might be able to redeploy the cash in the future at lower market valuations.
- We implement our investment themes primarily utilizing exchange-traded funds (ETFs) for diversification, specificity, and cost control.
- We provide consistent and intentional communication for our outlook and positioning including bi-weekly updates of our Cash Indicator.
