Graef Investments' portfolio is actively managed by our Portfolio Strategist, who is an active market participant with over 23 years of market experience.
We buy strength. By using a variety of technical indicators, the Portfolio Strategist only invests in the style(s) he thinks are likely to outperform.
In a market saturated with long term investment options, our strategies stand out by shifting asset allocations to take advantage of market trends.
Our strategies aim to identify macro-level trends, and the underlying investments that stand to benefit from the materialization of those trends.
Approach
Utilizing a comprehensive top-down methodology that incorporates tactical asset allocation managed through fusion analysis.
Portfolio Strategist
John I. Graef, CMT
Primary Custodian
Interactive Brokers ™
$25,000
Investment Minimum
Objectives
Seeks to make money in bullish and bearish equity markets.
Styles Included
Same as the Active Portfolio, plus Volatility and Inverse Funds
Model
Multi-style rotation model including Volatility as an asset class, plus actively managed risk mitigation
Risk Orientation
Aggressive
Objectives
Seeks to profit using a basket of US Treasuries ranging in maturity from 1 to 30 years.
Universe
US Treasuries
Benchmark
iShares US Treasury Bond ETF (ticker: GOVT)
Conservative
Risk Orientation