IT’S ALL IN THE NAME
We call this portfolio “The Melting Pot” based on it’s short-term objective, long-term objective, and it’s overall construction. By design, this portfolio is an even blend of the most volatile and most stable of the SAGE Portfolio Offerings. Like a pot of stew, it blends the two sides of the SAGE spectrum into a nice little investment soup. The objective of this portfolio is to achieve long-term growth that exceeds both benchmarks while behaving in a slightly subdued manner. When thinking of something such as a multi-cultural city, or the dinner Mom used to make by boiling everything available in the fridge into a giant pressure cooker, we call it a melting pot. That’s what we’ve done here. It’s like we took every ingredient and put it together in a financial stew… but strategically and with intent. Suffice it to say, we don’t boil leftovers into our investment soup. We strictly use the finest ingredients.
The Melting Pot is an aggressive growth portfolio, globally diversified across the equity and bond markets, that seeks to achieve a long-term risk-adjusted and real return that exceeds both the S&P 500 and the All-Cap World Index over time. The portfolio is built with a 50% exposure to equities and 50% exposure to bonds with a rules-based option strategy overlaid on top of the underlying holdings. The expected behavior of this portfolio is that it should experience a range of volatility that is slightly less than the S&P 500 as well as the All Cap World Index in the long-term, with some respective variance in the short-term. While this behavioral characteristic should be expected, it cannot be guaranteed.
Performance data reported for this portfolio assumes an allocation that is assigned to fixed daily percentages. Reported performance will therefore vary from actual investment performance due to the "drift" of underlying holdings that are based on pre-assigned ranges of allowable variance. Reported performance does not take into account management fees, transaction costs, or taxes. Performance and risk metrics are self-reported, and while we strive to be as accurate as possible and believe our data to be credible, we cannot guarantee its accuracy. Year-to-date performance is reported on a quarterly basis for periods ending March 31, June 30, September 30, and December 31 respectively. Investment dollars allocated to this portfolio should be long-term in nature and should not be considered for short-term application under any circumstances. Please consult your financial professional to determine if this portfolio is in your best interest.