All investing involves risk, including potential loss of some or all of the original investment amount. No investment strategy can guarantee a profit or protection against losses in periods of declining values.
No graph, chart, formula, or other device can, in and of itself, be used to determine which securities to buy or sell, or when to buy and sell such securities.
In discussing performance, we compare our performance to that of a "benchmark" index. There are currently no indices for asset rotation, so the composition of these benchmark indices is significantly different than the Portfolios. In an effort to provide transparency, we pick our benchmarks based on how well known they are and/or how they compare to the Portfolios if the styles were not rotated.
Due to the intermediate-term outlook of the Portfolios, expect investment holding periods of less than 12 months.
Asset rotation is an intentionally non-diversified investment strategy. Instead of holding a broad variety of asset classes and hoping they increase in price overall, we attempt to pick one or a few of the top performing styles for the duration of an intermediate-term trend.
Past performance is not indicative of future results.
Graef Investments is an Arizona Registered Investment Advisor. This site is only intended for residents of Arizona.
None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.