What is Passively Active Investing (PAI) - December 2017 NewsletterSubmitted by Elite Asset Management on December 10th, 2017
We created a rule-based investment process that helps our clients maximize gains and minimize losses, by adjusting to current market conditions based on our proprietary indicators. Our investment strategies will remove confusion and provide peace of mind through all market cycles.
We offer these strategies with full transparency, no hidden fees, and no trading charges.
Dear Fellow Investors,
When I meet with potential clients and we're reviewing their current portfolio, I'm often asked how my strategy differs from what they currently have. They see the superior returns I've been generating for my clients however they're unable to frame it in a way they can relate too.
What I've finally settled on as the best way to explain our strategies is something I call "Passively Active Investing" or PAI for short. Let me explain how I can be both passive and active at the same time. Imagine a number line and on the left side (passive) is 0 and the right side (active) is 10, both strategies have pro's and con's as well as different investment philosophies.
What I've done is taken the best of the Passive/Active investment styles and combined them into a set of strategies. We only use ETF's which are a passive investment and I use them actively for a portion of the portfolio. On the number scale they would be a 4,5, or 6 depending on the specific strategy.
If you're interested in learning more you may download our new report HERE, call me at 847.766.0800 or send an email at firstname.lastname@example.org
Below you'll see the Total Return Numbers, Gross of Fee's* for 1 month, 3 months, 6 months, YTD, 1YR, 3YR, 5YR, 10YR and Inception** as of 11/30/2017.
S&P 500® Index Total Return: 20.49%
Click to view our performance PERFORMANCE
Our unique approach to investing helps investors by reducing the uncertainty and anxiety of the markets, while helping them achieve their retirement goals.
If you do not follow systematic investment rules, then it is easy to succumb to our emotions that cause us to buy and sell at inappropriate times.
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I was honored to be quoted in an article on Investopedia, the world's leading source of financial content on the web. The article was about generating better returns for clients this year as well as the next 20 years.
Until next month.
Elite Asset Management is an SEC registered investment adviser (RIA). You should not assume that any discussion or information contained in this letter serves as the receipt of, or as a substitute for, personalized investment advice from Elite Asset Management. It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise.
*S&P 500® Index
The S&P 500® Index is a free-float market capitalization-weighted index of 500 of the largest U.S. companies. The index is calculated on a total return basis with dividends reinvested. The index is unmanaged, its returns do not reflect any fees, expenses, or sales charges, and is not available for direct investment.
**Inception is as of 10/31/16 as the strategies were drastically different prior to this date.
Performance results are shown gross of fee's, the above returns would be reduced by when fee's are included. The maximum fee rate is 1.15% per year (12 months). Due to differences in actual account allocations, account opening date, timing of cash flow in or out of the account, rebalancing frequency, and various other transaction-based or market factors, a client’s actual return may be materially different than those portrayed in the model results. Investing entails risks, including possible loss of principal, past performance is no guarantee of future results. The information provided may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.