Portfolios
Portfolios
Optimizing Returns While Managing Risk
Optimizing Returns While Managing Risk
Successful investing requires carefully balancing risk and return over your chosen investment horizon. This table highlights how our strategies perform in these key areas.
| Name | Average Return | Martin Ratio | Sharpe Ratio |
|---|---|---|---|
| Alpha Blend | 13.42% | 13.31 | 1.76 |
| Rebalance Equity-Bond ETF | 14.7% | 6.83 | 0.88 |
| Futures Alpha Blend | 15.17% | 5.9 | 1.35 |
| Futures Basis Reversion 90D | 17.38% | 5.45 | 1.89 |
| Rebalance Equity-Bond Futures | 14.62% | 4.75 | 0.81 |
| Futures Basis Reversion 60D | 14.81% | 2.54 | 1.42 |
| Kellers LAA | 9.62% | 2.25 | 0.85 |
| Futures Basis Reversion 30D | 10.46% | 1.4 | 0.78 |
| Classic 60_40 Portfolio | 8.14% | 0.99 | 0.6 |
| S&P500 Total Return (Benchmark) | 10.52% | 0.79 | 0.54 |