Bull | Bear Dividend Retirement
Generate Income in Retirement with Dividends
The portfolio focuses on an allocation to dividend paying stocks. It also blends passive and active management into a unique strategy to help you get to and through retirement.
Avoid Large Losses
The strategy prioritizes risk mitigation by employing its unique system to assess market volatility and potential downturns. When stocks prices fall, the strategy raises cash, aiming to shield the portfolio from substantial losses and provide liquidity during market declines.
Half Active, Half Passive
Blending the best of both worlds, our strategy combines active management's responsiveness with the consistency of passive investing. This dual approach aims to capture market opportunities while maintaining a stable foundation, optimizing your investment journey.
A proprietary cash hedging approach with a dynamic trailing and tightening stop mechanism, the system automatically raises cash when prices decline, either capturing gains or mitigating potential losses.
The strategy's allocation to dividend paying stocks is designed to provide both growth and stability, making it suitable to supplement income in retirement. Its diversification aims to ensure consistent returns while minimizing risk, aligning with the financial needs of retirees.
Participate in Advances
The strategy utilizes quantitative fundamental analysis to select high-quality stocks, aiming to capture gains during market upswings. By focusing on strong financial metrics, the approach seeks to ensure participation in bullish phases while maintaining its core principle of risk mitigation.
Proprietary investment technology manages both buy and sell decisions, ensuring a systematic and emotion-free approach to investing, thereby minimizing human biases and optimizing portfolio outcomes.