Dynamic Risk Hedged Income Strategy

The strategy’s primary objective is current income. In general, the strategy will allocate capital to traditional and non-traditional assets that provide current income. Total portfolio risk is roughly equally allocated to investment grade bonds, REITs, preferred stocks, high yield bonds and dividend paying stocks. The strategy dynamically allocates across the assets as correlations and volatilities change.

Go to DRH Balanced Income

Step 1

Identify

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

Step 2

Allocate

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

strategy-3

  • The holdings can respond to threats on an ongoing basis

Result → consistent returns while mitigating losses