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Dohmen GlobalConservative

Objective

This folio is designed for investors who are conservative and seek diversification in the global markets. It invests in U.S. and international global equity and fixed income ETFs. The HedgeFolio does not use inverse ETFs containing equities to hedge during stock market declines, plunges, crashes, or bear markets. Instead, it seeks protection during adverse times by having higher cash positions and/or investing in high-grade fixed income ETFs, which have historically been a safe haven during stock market declines.

Please review the investment information at the www.hedgefolios.com website to ensure that this folio meets your investment objectives now and as your investing goals change over time.

Strategy

The Dohmen Global Conservative folio invests in U.S. and international large- and mid-cap equity ETFs, dividend producing equity ETFs, and fixed income ETFs when appropriate according to Dohmen’s analysis. The analysis focuses on credit markets which show stress or lack of stress, thus giving signals as to potential, important trend changes. This is combined with advanced technical analysis of the markets and sectors, using money flow analysis and other technical indicators.

Dohmen does not take the “buy and hold forever” approach. Dohmen believes that market timing is essential to avoid big losses. The strategy is to use market timing of the major market indices, with emphasis on advanced technical analysis. This folio is aimed to be more conservative and does not hedge by investing in inverse ETFs. During times of adversity and potential equity market vulnerability, Dohmen may hedge by investing in U.S. and international high-grade fixed income ETFs, as well as increasing the cash allocation. The percentage allocation between equity and fixed income will vary from 100% equity with 0% fixed income, to 0% equity with 100% fixed income depending on Dohmen’s analysis and technical indicators. The latter allocation would be during a potential market plunge or crisis.

To further reduce risk in the equity portion, Dohmen aims to use global equal-weighted equity ETFs when available. These give an equal weight to each stock in the index. Dohmen considers this weighting more conservative than the typical capitalization-weighted indices, where a strong drop in just 1 large-cap stock can cause a sharp decline in the ETF. By giving an equal weight to each stock, such volatility can be smoothed out.

This folio is not tax managed and as a result foreign tax withholding may apply to some distributions received from securities used in this strategy.

Note: ETFs have unique features that you should be aware of, which can include distribution of any gains, risks related to securities within the portfolio, tax consequences, and fees and expenses.

Last Updated:

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Folio Returns
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Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

Securities in this folio are selected by Dohmen Strategies LLC (“Dohmen”), using proprietary data and criteria with heavy emphasis on technical analysis and other methodologies developed by its principal, Bert Dohmen.

  1. The folio was created using Dohmen’s proprietary investment methodology. It invests in a variety of ETFs and stocks in almost all market sectors.
  2. Dohmen selects the securities based on its proprietary investment selection criteria.
  3. Securities are then weighted by Dohmen. Weightings and holdings will change over time.

Number of Securities

There are up to 10 securities in the folio.

Update Frequency

This folio is updated whenever Dohmen’s timing signals call for it.

If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.