They focus on identifying longer-term trends. While it takes time to validate a trend, once a trend has clearly developed, Dynamics portfolios may be repositioned to benefit from it. Such tactical adjustments to portfolio holdings are only made when market forces change significantly enough to indicate a need to do so. This graph is a hypothetical illustration designed to explain the concept of relative strength. It is not indicative of past asset class performance and should not in any way be considered predictive of future performance.
Past performance is never a guarantee of future results.
There are five primary steps in the process of developing and maintaining your Dynamics portfolio. From the information obtained in the Questionnaire, you will be presented with a formal recommendation. Your Advisor will then review and discuss with you the Dynamics portfolio deemed to best suit your needs. This document governs the ongoing investment strategy that will be applied to your Dynamics portfolio. Your IPS is a clear reflection of the decisions made and expectations about the management of your account.