Portfolios Perform Based on What They Hold
Being invested in the right assets determines how a portfolio will return regardless of what other factors are being used to help make trading decisions.
90% of an investment portfolio’s
performance is directly linked to how its components are allocated.
Gary P. Brinson, Brian D. Singer, and
Gilbert L Beebower study pub. 1991
Algorithms remove the emotions to help drive returns and reduce volatility
Emotions are what make us human and strongly influence our decision-making. However, when stress increases our emotions, it can lead us to take irrational actions. History has shown that financial markets have a tendency to punish those who act on emotions. Math-based signals remove emotions and stress and maintain sound market principles even during market volatility.
Minimizing the cost of loss reduces portfolio recovery time
Large portfolio losses can be devastating to buy-and-hold investors who may not have the time or patience to withstand a long recovery time. According to a forty-year historical study by Craig L. Israelsen, Ph.D, “a portfolio invested completely in the S&P 500 Index that loses 50% has nearly a 0% chance of recovery within one or two years. In fact, there is only a 7.9% chance of recovery within three years, and a 36.1% chance of recovery within five years.
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At Advanced Wealth Management, we go beyond traditional financial services to offer you a comprehensive and tailored approach to managing your investable assets. We understand that your financial well-being is a top priority, and we’re here to provide you with the best-in-class investment management.Our commitment to your financial success includes ongoing discretionary management of your investable assets. We’ve partnered with Charles Schwab to ensure that your assets are held securely and professionally. Our investment strategy is built on simplicity, cost-effectiveness, and alignment with your unique financial goals.Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Sarasota, Florida. Investment advisory services offered on a negotiated flat fee amount annually or fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated. These materials have been independently produced by Advanced Wealth Management, LLC (“AWM”). AWM is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”), Schwab is a registered broker-dealer and member SIPC.
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