Customized Supplemental Portfolios

The Approach

Customized supplemental portfolios that are expected to generate non-correlated revenue streams and when combined with a client’s existing traditional stock & bond portfolio, results in an asset allocation that better aligns with the Sundial Dynamic All-Weather Portfolio approach.

Portfolios may include:

Tactical equity strategies that tend to be fully invested in constructive markets when uptrends are plentiful and preserve capital through an increasing allocation to cash in adverse markets when uptrends are absent.
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Trend following strategies that use a systematic process to identify and capture price trends. Recent trends include rising bond yields, US dollar strength and declining equity prices.
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Alternative yield strategies with low historical correlation to the stock or bond markets.
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Long Volatility / Long Convexity strategies.

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