Heritage Capital’s Aggressive Growth Strategies
An Aggressive Growth portfolio provides the highest reasonable long-term total returns on investment and, at the same time, the greatest short-term capital risk. Aggressive Growth investors are aware of, and comfortable with, the significant risk volatility that high-return asset classes may produce over the short run. Most investors in Aggressive Growth portfolios have a time horizon in excess of 10 years. Long-term growth is clearly their highest priority and short-term volatility is viewed as being a price to be paid for the high potential growth.
Heritage Capital’s Spectrum Program uses two proprietary models to allocate among our 14 other programs. On the first trading day of every month, these models select one or two programs with the lowest probability to decline until the next allocation the following month. Although any of the other programs may be chosen, the program must be considered aggressive since four aggressive programs are in the universe.
From month to month The Spectrum Program can offer, capital appreciation, capital preservation and dividends.
Heritage Capital’s Emerging Markets Program employs a proprietary momentum computer model that chooses from a universe of emerging market country exchange traded funds (ETFs), which include Brazil, China, Hong Kong, India, Mexico and Russia for a weekly rebalance that results in one to three top performing markets which offer the highest potential reward. Trend following and mean reversion indicators play key roles in trading decisions.
The Emerging Markets Program focuses primarily on aggressive growth although capital preservation has a role when the overall emerging markets complex is confirmed to be in a bear market.
Heritage Capital’s Aggressive Gold Equities Program is a long and cash, classic mean reversion based strategy that utilizes the Rydex Precious Metals Fund and similar exchange traded funds (ETFs) to express its view. Designed to participate in the intermediate-term rallies in the PHLX Gold/Silver Index (XAU), this concentrated program seeks to buy weakness and sell strength using various conventional technical indicators in a proprietary fashion. Trades last as little as a week to a few months depending on market conditions. Research has shown that the most profitable trades tend to lean towards the shorter term, while the largest drawdowns usually involve longer holding periods.
The Aggressive Gold Equities Program focuses on aggressive growth with moderate correlation to the price of gold and the gold & silver mining stocks. It is non-correlated to the U.S. stock market.
Heritage Capital’s S&P 500 Aggressive Growth Program is a very aggressive, leveraged long, short and cash strategy designed to produce positive returns regardless of market conditions over a 3-5 year period while significantly reducing overall stock market exposure.
First, the strategy determines the overall, long-term trend of the S&P 500. Intermediate trend is then analyzed to determine periods of agreement with the long-term trend, in which case, trading opportunities will exist when the short-term trend moves against the intermediate and long-term trends. If the intermediate trend is not in agreement with the long-term trend, the model will remain in cash equivalents like money market funds.
The S&P 500 Aggressive Growth Program uses two beta (leveraged) mutual funds and/or ETFs to express our view and achieve the very aggressive nature of the program. Because of the leverage, drawdowns may be large and significant. This strategy is not correlated to the U.S. stock market.
Heritage Capital’s Aggressive Growth Program is a very aggressive, leveraged long, short and cash strategy designed to produce positive returns regardless of market conditions over a 3-5 year period. The strategy has four proprietary models analyzing momentum, sentiment, trend and seasonal factors to determine if a long or short position should be undertaken followed the position size.
The Aggressive Growth Program uses two beta (leveraged) mutual funds and/or ETFs to express our view and achieve the very aggressive nature of the program. Because of the leverage, drawdowns may be large and significant. This strategy is not correlated to the U.S. stock market.
Past performance is not indicative of future returns. All investment approaches have the potential for loss as well as gain.