Strategem Rotation Portfolio


 
 
The StrataGem 10 Rotational Portfolio is an equity strategy that combines the StrataGem stock selection model with a multi-factor technical analysis timing system that allows the portfolio to shift in and out of equities. The rotational approach, which was developed based on extensive historical testing, will rotate out of stocks when a negative trend persists and the market breaks down technically. It will return to stocks when a confirmed uptrend has developed. When invested, the portfolio will hold a highly focused basket of 10 stocks that meet a host of investment criteria (the model analyzes recent and expected earnings growth; likelihood to surprise analysts with earnings upside; recent and estimated future valuation; recent buying by corporate insiders; price strength; and likelihood to experience low levels of volatility). The portfolio is appropriate for investors with a high tolerance and a long term time horizon, but who seek protection from market downturns. The portfolio follows a disciplined monthly rebalancing approach, like all of the portfolios that utilize the StrataGem model. This portfolio was introduced to investors on December 31, 2010.
 
 
  Core Allocation Portfolio
  Fusion 25 Portfolio
  Fusion Blend Portfolio
  Fusion Rotation Portfolio
  Strategem 10 Portfolio
> Strategem Rotation Portfolio
 

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Markman Portfolios
363 Ridgewood Road
West Hartford, CT 06107


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