Portfolios and Investments

 

Portfolios:

  • MarketCycle utilizes a unique and proprietary system that uses lower volatility global diversified assets based on what part of the market cycle we are currently experiencing
  • Most positions are held for long periods of time
  • Our forte is in monitoring for high risk periods and in knowing what assets to be invested in throughout the complete market cycle

 

We maintain 4 PORTFOLIO types:

  1. INCOME:  Emphasizing income with some growth.  Good for protecting capital. 
  2. CONSERVATIVE:  Lower risk and moderate growth potential.  Good for investors that can withstand some fluctuations in account value. 
  3. MODERATE:  Moderate risk in exchange for high growth potential.  Good for young investors with current employment income or for wealthier individuals with other available funds.  Most of my personal money is in this portfolio.
  4.   SPECULATIVE:  Leveraged portfolio, but still contains some risk control.
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MarketCycle Wealth Management | Stephen Aust
MarketCycle Wealth Management, LLC is a Registered Investment Advisor. Information presented is for educational purposes only, is not considered an individualized recommendation or personalized investment advice, may not be suitable for everyone and does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk and unless otherwise stated, are not guaranteed. Past performance or performance charts are not a guarantee of future performance. Portfolio performance charts are shown net of fees so the management fee, brokerage fees, trading fees and ETF fees have already been subtracted. Current performance may be higher or lower than that shown and differing accounts may show different results. Investment returns and principal value in client accounts will fluctuate. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Be sure to consult with a tax professional before implementing any investment strategy.