Risk Profile: Aggressive Growth
The CMG Managed Gold Strategy is a quantitative investment strategy that trades Gold ETFs. The model analyzes price action from an ensemble of different time periods to determine opportunities which benefit long gold exposure. The model incorporates risk management which reduces portfolio exposure and can move 100% to cash or cash equivalents during unfavorable environments for gold.
How it works
- The strategy looks at price movement to measure and manage risk. The strategy uses price to generate buy and sell signals.
- It is a disciplined rules-based tactical trading strategy designed to capture opportunities in precious metals while simultaneously incorporating risk management. An ensemble of various moving averages determines buy and sell signals. On sell signals, the strategy moves to cash or cash equivalents (risk protection).
- The strategy gains gold exposure through gold ETFs.
Investment Objective: Growth & Asset Class Diversification
Suggested Portfolio Positioning: Serves as a complement to a client’s traditional portfolio
Suggested Allocation: Typically representing 10% of a client’s total portfolio
Benchmark: London Bullion Market Association Gold Price PM
Morningstar Peer Group: US SA Commodities Focused
*No inverse or leveraged ETFs are used.
Past performance is no guarantee of future returns.
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