Performance & Strategies
Core All Cap Strategy
The Core All Cap Strategy seeks alpha across the entire capitalization spectrum deriving its stock selection from a bottom-up research process. Identifying undervalued companies with important earnings growth to provide the opportunity to achieve significant absolute returns without taking on undue risk. The strategy consists of both growth, value, and income stocks that are selected based on our conviction to hold the companies long term and their relative fundamental strength and market dominance in their respective sectors. The fund will hone in on the best idea from each market cap, while passive funds will focus on the entire market. The strategy is opportunistic and flexible, employing a multi-cap stock selection approach.
Core Select Strategy
The Core Select Strategy invests in a selection of high conviction stocks without the dilution from being overly diversified. The strategy seeks long-term capital appreciation through a condensed mix of investments. The Core Select Strategy seeks to deliver the best opportunity for risk adjusted returns with a goal of capital appreciation and structuring the portfolios reflecting the firm’s highest conviction and focus.
Dynamic ETF Option Strategy
The strategy embodies the idea of selling put options against cash and collecting premium that seeks consistent income stream for the port-folio. The approach targets income generation and lowered volatility than the broad market. The strategy involves selling out-of-the-money puts collecting premiums as long as the ETF price of the underlying remains above the put strike price at expiration. ETFs may be assigned at a price discounted from current trading prices. The put options are used as a tool to acquire an ETF at a discounted and pre-established price, which is the strike price of the option. Covered calls are used as a tool to exit assigned ETFs and generate income in the interim. This strategy is appropriate for a long-term investor looking to generate profits from the collection of premium and/or to go long ETF positions at a significant discount to their current trading prices. The strategy can only be implemented for taxable accounts; IRA accounts cannot utilize this strategy given the nature of put selling.
Tactical Long/Short Strategy
Tactical Long/Short is a proprietary equity strategy that seeks to generate capital appreciation in rising and falling markets using two principal trades. The strategy uses technical trading indicators to actively trade the SPDR S&P 500 (SPY) and the ProShares Short S&P500 (SH). During periods when a trade signal does not indicate a trend in either direction, the strategy will signal investing in cash. The strategy is directional, positioning either long or short.
The Core Strategy’s objective is to deliver the best opportunity for risk-adjusted returns with a goal of capital appreciation and income. It employs a disciplined approach of allocating assets among major asset groups. The strategy balances exposure to mega-cap equities in 10-15 stocks with attractive valuations and income generating securities using fixed income, ETFs, or cash. Up to 10% of the portfolio may be invested in alternative assets, such as commodities, real estate, precious metals or energy, using ETFs. We tactically trade up to 15% of the portfolio in SPDR S&P 500 (SPY) and ProShares Short S&P 500 (SH). The approach is designed to mitigate volatility. This strategy is appropriate for those seeking long-term capital appreciation and current income through a diversified mix of investments.
Equity Opportunity Strategy
Equity Opportunity is a diversified core blue chip portfolio consisting of both growth and value stocks that holds core stock positions that are selected based on our conviction to hold the companies long term and their relative fundamental strength and market dominance in their respective sectors. The goal of this portfolio is to own the stocks of leading companies in different sectors that provide consistent, long term growth with lower beta than the broad market. Many of the names pay consistent dividends and are considered to be the bellwethers of the market. For those clients that are interested in enhancing their returns via selling covered calls, this portfolio is positioned properly to benefit from options premiums as well.
The Global Strategy seeks to provide attractive risk-adjusted total returns relative to the MSCI Global Index by utilizing a holistic top-down approach that integrates exposure to all major developed regions and emerging markets. This strategy integrates in-depth fundamental and technical analysis to invest in diversified sectors and within the leading sectors both large to mega-cap equities and ETF’s.
Risk Disclosure: All investments include a risk of loss that clients should be prepared to bear. The principal risks of the Elite Wealth Management strategies are disclosed in the publicly available Form ADV Part 2A.
Elite Wealth Management Option Strategies Risk Disclosure Statement: Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options in your account. If you are interested in margin lending (a loan to purchase securities that is secured or collateralized by securities in your account) or option trading, please Click Here to read the Options Disclosure Document titled “Characteristics and Risks of Standardized Options”, or call the Interactive Brokers, LLC (“IB”) office @ 1-877-442-2757 for a current copy, before considering any option transaction.
Exchange Traded Funds (ETFs) are subject to market risk, including the possible loss of principal. The value of the portfolio will fluctuate with the value of the underlying securities. ETFs trade like a stock, and there will be brokerage commissions associated with buying and selling exchange traded funds unless trading occurs in a fee-based account. ETFs may trade for less than their net asset value.