Overview
Conservative
Active
 - ETF10 Strategy
 - Global10(h) Strategy
 - Global Multi-Strategies
Performance

ETF10 Strategy

The CFP ETF10 Strategy strives to achieve a solid and consistent return over a full market cycle while focusing on achieving a superior risk/reward ratio, by investing in various asset classes, stock markets, and sectors through Exchange Traded Funds (ETF), as dictated by the various market conditions. The strategy uses quantitative and technical analysis to evaluate the ETFs, and it seeks capital appreciation in all economic environments.

An ETF is an investment vehicle traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, bonds, commodities, foreign exchange, etc., and is an excellent way of diversifying.

The strategy is not leveraged; occasionally, however, the strategy may employ ETFs that are leveraged, but in those cases where a leveraged ETF is used, the position will be adjusted so as to negate the leverage, thereby fulfilling the mandate.

The strategy can, from time-to-time, be very volatile; so while it may be appropriate for some to be used as a standalone investment strategy, we will generally recommend that the CFP ETF10 Strategy is used in conjunction with one or more other strategies to help minimize the volatility of the ETF10 Strategy.

It appeals to investors seeking a highly disciplined approach in the quest for a superior long-term risk-adjusted capital appreciation, or investors seeking to diversify their portfolio in order to achieve a higher return, a better risk/reward ratio, or both.

The recommended minimum for the CFP ETF10 Strategy is $250,000, which is the amount used to calculate the hypothetical track record, so while the minimum could go down to $50,000, investments below the recommended minimum would reduce the relative performance.

Click on the respective links for: Performance, Fees and Disclosure Statement.