This strategy is a stock index trend-following investment strategy that seeks to provide long-term capital appreciation over a full market cycle while also providing downside protection against major market declines. More specifically, this strategy seeks to produce returns that are comparable to those of the S&P 500 Index over a full market cycle, with substantially lower downside risk, by combining an investment in the SPDR S&P 500 Index ETF (SPY) with a proprietary, multi-factor trend-following hedge as a portfolio overlay. This tactical hedge is designed to reduce risk by moving the portfolio into defensive cash or fixed income investments when the current market environment suggests that the risk of owning stocks is high and keep the portfolio fully invested in SPY when the risk of owning stocks is moderate to low. In summary, this is a risk-controlled S&P 500 stock index strategy that is best suited for investors with a low to moderate risk tolerance. Fact Sheet>
This strategy is a levered stock index trend-following investment strategy that seeks to provide substantial long-term capital appreciation over a full market cycle while also seeking to limit major portfolio drawdowns (i.e., peak to bottom declines). More specifically, this strategy seeks to produce returns that are greater than those of the NASDAQ-100 Index over a full market cycle, with lower downside risk, by combining an investment in the ProShares Ultra QQQ Levered NASDAQ-100 Index ETF (QLD) with a proprietary, multi-factor trend-following hedge as a portfolio overlay. This tactical hedge is designed to reduce risk by moving the portfolio into defensive cash or fixed income investments when the current market environment suggests that the risk of owning stocks is high and keep the portfolio fully invested in QLD when the risk of owning stocks is moderate to low. Due to its high volatility and use of leverage, this strategy is best suited for investors who have an aggressive risk tolerance. Fact Sheet>
This strategy is a partially levered, composite equity index trend-following investment strategy that seeks to provide substantial long-term capital appreciation over a full market cycle while also seeking to limit major portfolio drawdowns (i.e., peak to bottom declines). More specifically, this strategy seeks to produce returns that are greater than those of the S&P 500 Index over a full market cycle, with lower downside risk, by investing in a portfolio made-up of a 40% allocation each to our S&P 500 Trend-Following and Levered NASDAQ-100 Trend-Following strategies along with a 10% unhedged allocation to the Vanguard Dividend Appreciation Index ETF (VIG). The portfolio is rebalanced when any component strategy exceeds its target weight by at least 25%. Due to its moderate to high volatility and partial use of leverage, this strategy is best suited for investors who have a moderate to aggressive risk-tolerance. Fact Sheet>
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