For the Managed Strategy Portfolio service:
By industry standards, we consider our approach to be very conservative. Our approach has avoided all major market turmoil and equities market ‘crashes’, since inception.
Ultimately, while we cannot control whether markets provide sufficient opportunities for continued profit – we can control risk, very precisely.
As such, we assure clients that they an expect very highly controlled downside risk, with strategic exposure to profit, as an absolute minimum.
Nonetheless, terms such as ‘conservative’ and ‘aggressive’ are extremely subjective; being very much personal and specific to the individual client.
Therefore, this conservative, stability-focused approach can be employed at tailored levels on any client account. This allows a client to simply request a higher/lower level, thereby increasing/decreasing both their risk and reward potential – without changing the actual approach/strategy.
Any custom setting can be adjusted at any stage, with many clients preferring simply to begin at default moderate/conservative levels.
For self-directed clients (VIP Reports subscribers):
Most opportunities shared with VIP clients are based upon the analysis and decision-making-processes employed within the Managed Strategy Portfolio. VIP clients can then employ them at the risk levels they wish, on their own account/s.
From time to time, opportunities in the VIP Reports service will be higher risk:reward – beyond the levels employed in the Managed Strategy Portfolio. Additional emphasis upon the risk:reward considerations will be given, for these types of opportunities.