Markman Portfolios - Portfolios

	Core Allocation Portfolio
	The Core Allocation Portfolio is a disciplined strategy, combining a diversified group of Exchange Traded Funds (ETFs) with exposure to Markman's quantitative equity models. The portfolio is managed using a balanced system that offers exposure to a variety of asset classes in order to reduce overall portfolio risk and to offer more consistent returns over time. The asset classes that the portfolio has exposure to include US stocks, international stocks, income producing investments (such as bonds, preferred stock and master limited partnerships), commodoties and REITs. The US equity side of the portfolio will be invested in Stratagem names, which consist of fundamentally sound, cheap growth stocks that meet the tests of Markman’s proprietary stock selection models. The other asset classes are managed using a series of ETFs that offer broad exposure to each area. All positions are managed using a proprietary market timing system that will move the appropriate sections of the portfolio to cash or initiate short positions when market conditions dictate. The portfolio is appropriate for investors who want more consistent returns over time than an equity only portfolio and who want downside protection should market conditions deteriorate. For detailed performance statistics on our Core Stock/ETF portfolio, please download our Investment Kit by entering your email address in the box to the right.

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Contact Information
Markman Portfolios
4 Buckingham Lane
West Hartford, CT 06117

Phone: (877) 621-2939
info@markmanportfolios.com