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Get More from your Core

Strengthening the core of your investment portfolios can benefit you financially just as strengthening your core does physically.

When core portfolios achieve or possibly even exceed their target goals, it allows advisors and investors to do more with the rest of the portfolio:

  • reassess risk budgets
  • allocate to satellite or “exploratory” positions
  • pursue unique opportunities and rethinking timelines

Get Active, Passively!

In fitness, there is no substitute for getting up off the couch and getting yourself moving. After all, a body in motion tends to stay in motion. In investing, the opportunity to perform better than a basic index or asset category, requires being active too. But being active relative to a benchmark or index doesn’t have to mean being ungrounded or unconstrained in your portfolio. Far from it. Just as regularly scheduled exercise contributes to overall strength in fitness, rules based portfolio rebalancing may contribute to improving portfolio outcomes.

Change Up Your Routine

Physiology tells us that changing up your workout and challenging your muscles in different ways, leads to better fitness outcomes than a few repetitive movements. Enhancing core investments works much the same way. Rather than doggedly investing in the same securities just because they are in an index, look to change up the routine by using a strategy that invests based on corporate insider and analysts sentiment.

Challenge Yourself. The Results Count!

Adding a rules-based, multi-factor process can help generate Alpha in either your Core or Core+ portfolios or can be used as a standalone satellite position.

Below you'll find 3 separate equity allocations. Each one represents the core allocation of an investor's portfolio. Adding a core diversifying product like the Direxion All Cap Insider Sentiment Shares (NYSE: KNOW) may help investors achieve their investing results without increasing their risk profile.

Hypothetical Allocation Core Allocations

100% SPY1

Performance: 2012–2017*
Average Annual Return: 15.1%
Best Year: 32.2%
Worst Year: 1.3%

50% SPY1
50% KNOW2

Performance: 2012–2017*
Average Annual Return: 15.8%
Best Year: 34.3%
Worst Year: 2.5%

100% KNOW2

Performance: 2012–2017*
Average Annual Return: 16.5%
Best Year: 36.3%
Worst Year: 3.5%

* Performance is for the period 12/31/11 to 5/31/17

1 SPDR S&P 500 ETF Trust is an exchange traded fund that that tracks the performance of the S&P 500. The S&P 500 Index is a commonly recognized market-capitalization-weighted index of 500 widely held equity securities, designed to measure broad U. S. equity performance.

2 Direxion All Cap Insider Sentiment Shares The Direxion All Cap Insider Sentiment Shares seeks investment results, before fees and expenses, that track the Sabrient Multi-Cap Insider/Analyst Quant-weighted Index. There is no guarantee the fund will meet its stated investment objective.

Let's Talk About Your Core

Financial Advisors: For a complimentary assessment of your core portfolio,
please fill out the form provided below and a Destra Associate will contact you shortly.