Dynamic Risk Hedged Balanced Income Strategy

The strategy’s primary objective is current income. Capital appreciation is a secondary objective. In general, the strategy will allocate capital to assets that provide current yield. Total portfolio risk is equally allocated to dividend paying stocks, REITs, and high yield bonds. The strategy dynamically allocates across assets as correlations and volatilities change.

Go to DRH U.S. Growth

Step 1


  • Underlying holdings
  • Fees
  • Liquidity
  • Commitment of ETF provider

Step 2


  • Risk is evaluated every day
  • The allocation is adaptive to daily risk levels

Step 3

Monitor Threats


  • The holdings can respond to threats on an ongoing basis

Result → consistent returns while mitigating losses