Risk Managed

Niemann Capital Management Risk Managed Portfolio Matrix

Strategy Description

The objective of the Risk Managed (RM) strategy is to exploit intermediate-term trends in the US equity market while seeking to limit risk. RM is typically invested in a broad universe of domestic equity ETFs, and will employ money market/cash positions during adverse market conditions to preserve assets. RM can be fully invested, partially in cash or completely in cash.

While RM may limit the overall losses suffered during major declines, it may also limit returns in advancing markets. However, the strategy seeks to outperform the S&P 500 TR Index over complete market cycles. RM is a growth strategy emphasizing capital preservation over investment return.

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