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TM. Tactical Asset Management How it could work for you… TM.

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Presentation on theme: "TM. Tactical Asset Management How it could work for you… TM."— Presentation transcript:

1 TM

2 Tactical Asset Management How it could work for you… TM

3 The Level Paths Tactical Strategy attempts to anticipate phases of the stock market cycle and position the portfolio to capture as much upside market return as possible while participating in as little market downside return as possible. Mark Riefer President The Rationale for Tactical Asset Allocation is compelling. Here is why we do it… TM ©

4 If average 10% annualized return, recovery takes just over 5 years If average 10% annualized return, recovery takes just over 7 years Recovery 10%... Just under Time needed for recovery?Return needed for recovery? Time needed for recovery? 20 years! 66% 40% 109% 400% 20% 42% Rationale for Tactical Asset Management S&P 500 ’08 * (- 37%) S&P 500 * ’00 - ’02 ( %) NASDAQ * ‘00 – ’02 (- 67%) DJIA * ‘29 – ’32 (- 80%) (Consider the following hypothetical analysis) January – March 2009 ©

5 $103.5 K $108 K $ K $90 K 22.5%20%15% Tactical (90/10) Tactical (60/40) 24% 40% 18% 30% RecessionRecession Anticipation & During (hypothetical illustration) Anticipation & During (hypothetical illustration) All Equity Portfolio $ 78 K $78 K RecoveryRecovery $97.5 K 25% (100% stocks) (60% stocks / 40% income) Tactical (80/20) (80% stocks / 20% income) (90% stocks / 10% income) Overall -22%Overall -10%Overall -2.5% Overall +3.5% Overall +8% Overall % Recession Anticipation & During (hypothetical illustration) Recession Anticipation & During (hypothetical illustration) Recession Anticipation & During Recession

6 Provides a systematic method for attempting to protect your investment capital during a recession. Such a system could make it more likely for you to “stay the course” with your investment strategy. A well-executed system could possibly provide outperformance versus the overall market. Tactical Asset Management How it could work for you…

7 Information presented is believed to be factual and up-to-date and was obtained from sources known to be reliable. It should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of presentation and are subject to change. The S&P 500 Index is an index, with dividends reinvested, of 500 issues representative of leading companies in the U.S. large cap securities market representative sample of leading companies in leading industries). Russell investments (02/09) None of the graphs or charts contained in this presentation represents the performance achieved by any client of Level Paths Investment Advisers. They are designed to illustrate Level Paths’ tactical asset allocation strategy. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Past performance is not a guarantee of future success. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Information presented does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Level Paths LLC is registered as an investment adviser with the state of Missouri. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. TM


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