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CMG > Our products > TREND Series of Portfolios

TREND Series of Portfolios

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The TREND series of portfolios represents our investment philosophy and our commitment to wealth through ingenuity.   The TREND series of portfolios utilizes our Tactical, Relative Strength process to build portfolios of ETFs that provide Non-Traditional Diversification.  It is the essence of our investment philosophy.

Tactical

Tactical investments attempt to move in and out of asset classes, sectors or countries to take advantage of market opportunities or to mitigate risk.  CMG’s TREND portfolios make short- to intermediate-term decisions based on quantitative factors like price momentum and relative strength.

Relative Strength

CMG’s proprietary relative strength engine powers the TREND portfolios.  Our quantitative process measures and compares the price momentum of different ETFs and attempts to invest in ETFs showing the greatest relative strength and upside potential.  The TREND series is built on the quantitative process that powers the CMG Opportunistic All Asset Strategy.

ETF

The growth of ETFs has provided investors with more precise tools to implement diversified portfolios with lower fees than mutual funds and tax advantages due to their structure.  A wide range of ETFs, across many asset classes, allows investors to implement strategies that align with long-term planning goals in a more effective way than ever before.  The TREND portfolios utilize ETFs to get exposure to specific market segments helping to capture market upside and mitigate market downside with more precision, flexibility and timely execution.

Non-Traditional

Traditional investment strategies have followed a passive “buy and hold” philosophy that historically deployed investor capital to only two asset classes:  stocks and bonds.  At CMG, we believe that is a strategy for the previous millennium.  Today, investors face a more challenging investing environment, one that is more global, more dynamic and one that requires a broader, more holistic approach to portfolio construction.  The TREND series seeks to capture market upside and limit the market declines through tactical asset allocation that adapts to changing market conditions using a broader set of tools than traditional investment management philosophies.

Diversification

Diversification is not what it used to be.  After the financial crisis, investors demanded real diversification more than ever before.  Historically, asset allocation was the primary source of portfolio diversification;  when stocks did poorly, bonds played the role of risk diversifier.  We have entered a new paradigm where traditional asset allocation approaches may not work as effectively as they have in the past.  Specifically, global equity markets are more correlated than in the past and fixed income allocations may not be the “safe” portion of a portfolio when interest rates rise.  We believe there is a different way: independent, tactical ETF strategists that specialize in making these types of asset allocation decisions so investors and advisors don’t have to.  We believe this is the new world of diversification, one that allows investors to focus on their goals and advisors to focus on serving their clients more effectively.

The TREND series of portfolios is a suite of four investment strategies powered by CMG’s proprietary relative strength process and evolved from the CMG Tactical All Asset Strategy, our flagship strategy with a 5+ year GIPS track record.  The CMG Tactical Equity Strategy, the CMG Tactical Fixed Income Strategy and the CMG Beta Rotation Strategy give you more tools to build better, more holistic portfolios.  To learn more about the TREND suite of strategies, please click on the strategy links below or call us today.

  • CMG Beta Rotation Strategy
  • CMG Tactical All Asset Strategy
  • CMG Tactical Equity Strategy
  • CMG Tactical Fixed Income Strategy

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

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