"Flexible Strategies for Changing Market Conditions"

InvestFlex™ Strategies adjust portfolio risk exposure based on what is happening in the global markets today.

InvestFlex™ Strategies do not follow every move in the markets and often "zig" while other investments and markets "zag" providing our investors with added diversification due to low correlation to traditional market benchmarks and investment products.

InvestFlex™ Fixed Income Strategies

InvestFlex™ Fixed Income Strategy

INVESTMENT OBJECTIVE: The Fixed Income Strategy seeks to achieve long-term rates of return greater than the Bloomberg U.S. Aggregate Bond Index through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across seven (7) global fixed income ETFs including Aggregate Bonds, Investment Grade Bonds, High Yield Bonds, International Bonds, Emerging Market Bonds, Preferred Stock and Treasury Inflation Protected Securities.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing.

STRATEGY BENEFITS: Additional return and lower correlation to the Bloomberg U.S. Aggregate Bond Index providing added diversification to fixed income portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/40 Portfolio (20% Active Fixed Income Sleeve)

InvestFlex™ U.S. Equity Strategies

InvestFlex™ U.S. Rotational Strategy

INVESTMENT OBJECTIVE: The U.S. Rotational Strategy seeks to achieve long-term rates of return comparable to the S&P 500 Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across twelve (12) U.S. sector ETFs including Basic Materials, Consumer Discretionary, Consumer Staples, Communications, Energy, Financials, Healthcare, Industrials, Real Estate, Technology, Utilities, and the S&P 500. Increases allocations to top performing sectors and reduces allocations to low performing sectors.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing.

STRATEGY BENEFITS: Remains 100% invested. Low cost S&P 500 Index alternative with less risk and lower correlation providing added diversification to U.S. Equity portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/40 Portfolio (20% Active U.S. Equity Rotational Sleeve)

InvestFlex™ U.S. Rotational Long/Short Strategy

INVESTMENT OBJECTIVE: The U.S. Rotational Long/Short Strategy seeks to achieve long-term rates of return comparable to the S&P 500 Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across thirteen (13) U.S. sector ETFs including Basic Materials, Consumer Discretionary, Consumer Staples, Communications, Energy, Financials, Healthcare, Industrials, Real Estate, Technology, Utilities, S&P 500, and Inverse S&P 500. Increases allocations to top performing sectors and reduces allocations to low performing sectors.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest in the Inverse S&P 500 ETF to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Remains 100% invested. Low cost S&P 500 Index alternative with less risk and lower correlation providing added diversification to U.S. Equity portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/40 Portfolio (20% Active U.S. Equity Rotational Long/Short Sleeve)

InvestFlex™ U.S. Sector Strategy

INVESTMENT OBJECTIVE: The U.S. Sector Strategy seeks to achieve long-term rates of return comparable to the S&P 500 Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across eleven (11) U.S sector ETFs including Basic Materials, Consumer Discretionary, Consumer Staples, Communications, Energy, Financials, Healthcare, Industrials, Real Estate, Technology, and Utilities plus Cash and Aggregate Bonds. Increases allocations to top performing sectors and reduces allocations to low performing sectors.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost S&P 500 Index alternative with less risk and lower correlation providing added diversification> to U.S. Equity portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/40 Portfolio (20% Active U.S. Equity/Cash & Fixed Income Sleeve)

InvestFlex™ U.S. Sector Strategy featuring AlphaDEX®

INVESTMENT OBJECTIVE: The U.S. Sector Strategy featuring AlphaDEX® seeks to achieve long-term rates of return comparable to the S&P 400 Mid-Cap Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across ten (10) AlphaDex® sector ETFs including Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrials, Materials, Technology, and Utilities plus Cash and Aggregate Bonds. Increases allocations to top performing sectors and reduces allocations to low performing sectors.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost S&P 400 Mid-Cap Index alternative with less risk and lower correlation providing added diversification to U.S. Equity portfolios.

*AlphaDEX® is a registered trademark of First Trust Portfolios, L.P.

Factsheet PDF
Advisor Factsheet PDF

InvestFlex™ International Equity Strategies

InvestFlex™ EAFE Country Strategy

INVESTMENT OBJECTIVE: The EAFE Country Strategy seeks to achieve long-term rates of return comparable to the MSCI EAFE Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across fourteen (14) international country ETFs including Australia, Austria, Belgium, France, Germany, Healthcare, Hong Kong, Italy, Japan, Netherlands, Singapore, Spain, Sweden, Switzerland, and United Kingdom plus Cash and U.S Aggregate Bonds. Increases allocations to top performing countries and reduces allocations to low performing countries.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost MSCI EAFE Index alternative with less risk and lower correlation providing added diversification to International Equity portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

40/20/40 Portfolio (20% International Equity)



Use Case #1 – 40/20/40 Portfolio (10% Active International Country Sleeve)

InvestFlex™ Emerging Market Equity Strategies

InvestFlex™ Emerging Country Strategy

INVESTMENT OBJECTIVE: The Emerging Country Strategy seeks to achieve long-term rates of return comparable to the MSCI Emerging Markets Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across sixteen (16) emerging country ETFs including Brazil, Chile, China, Colombia, India, Indonesia, Malaysia, Mexico, Peru, Poland, Russia, South Africa, South Korea, Taiwan, Thailand, and Turkey plus Cash and U.S. Aggregate Bonds. Increases allocations to top performing countries and reduces allocations to low performing countries.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Remains 100% invested with the ability take cash or fixed income instruments to avoid significant losses during bear market periods. Low cost MSCI Emerging Markets Index alternative with less risk and lower correlation providing added diversification to Emerging Market Equity portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

40/20/40 Portfolio (20% Emerging Market Equity)



Use Case #1 – 40/20/40 Portfolio (10% Active Emerging Country Sleeve)

InvestFlex™ Global & World Allocation Strategies

InvestFlex™ Global Strategy

INVESTMENT OBJECTIVE: The Global Strategy seeks to achieve long-term rates of return greater than the HFRX Market Directional Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across five (5) broad asset class ETFs including U.S. Fixed Income, U.S Equity, International Equity, U.S. Real Estate, Commodities, and Cash. Increases allocations to top performing broad asset class ETFs and reduces allocations to low performing broad asset class ETFs.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost HFRX Market Directional Index alternative with less risk and lower correlation providing added diversification to portfolios.

Factsheet PDF
Advisor Factsheet PDF

InvestFlex™ Global Sector Strategy

INVESTMENT OBJECTIVE: The Global Sector Strategy seeks to achieve long-term rates of return comparable to the HFRX Market Directional Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across a broad range of 36 global sector ETFs within Global Fixed Income, U.S Equity, International Equity, U.S. Real Estate, Commodities, and Cash. Increases allocations to top performing broad asset class ETFs and reduces allocations to low performing broad asset class ETFs.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost HFRX Market Directional Index alternative with less risk and lower correlation providing added diversification to portfolios.

Factsheet PDF

InvestFlex™ World Strategy

INVESTMENT OBJECTIVE: The World Strategy seeks to achieve long-term rates of return greater than the HFRX Market Directional Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across six (6) broad asset class ETFs including U.S. Fixed Income, U.S Equity, International Equity, Emerging Market Equity, U.S. Real Estate, Commodities, and Cash. Increases allocations to top performing broad asset class ETFs and reduces allocations to low performing broad asset class ETFs.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost HFRX Market Directional Index alternative with less risk and lower correlation providing added diversification to portfolios.

Factsheet PDF
Advisor Factsheet PDF

InvestFlex™ Dynamic Factor Strategy

INVESTMENT OBJECTIVE: The Dynamic Factor Strategy seeks to achieve long-term rates of return comparable to the S&P 500 Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across thirteen (13) factor-based ETFs including U.S. Quality Stocks, U.S. Value Stocks, U.S. Minimum Volatility Stocks, U.S. Momentum Stocks, U.S. Mid-Cap Stocks, U.S. Small-Cap Stocks, U.S. Micro-Cap Stocks, U.S. REIT's, International Value Stocks, International Momentum Stocks, Emerging Market Minimum Volatility Stocks, and World Small-Cap Ex U.S. Stocks plus Cash and U.S. Fixed Income. Increases allocations to top performing factor-based ETFs and reduces allocations to low performing factor-based ETFs.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost S&P 500 Index alternative with less risk and lower correlation providing added diversification to portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/40 Portfolio (20% Active U.S. Equity Factor ETF Sleeve)

InvestFlex™ Alternative Strategies

InvestFlex™ Permanent Dynamic Strategy

INVESTMENT OBJECTIVE: The Permanent Dynamic Strategy seeks to achieve long-term rates of return comparable to the S&P 500 Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across five (5) broad asset class ETFs including U.S. Growth Stocks, U.S. Real Estate, Precious Metals, and Swiss Franc plus Cash and U.S. Fixed Income. Increases allocations to top performing broad asset class ETFs and reduces allocations to low performing broad asset class ETFs.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost S&P 500 Index alternative with less risk and lower correlation providing added diversification to portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/30/10 Portfolio (10% Alternative Sleeve)

InvestFlex™ Commodity Strategies

InvestFlex™ Commodity Strategy

INVESTMENT OBJECTIVE: The Commodity Strategy seeks to achieve long-term rates of return comparable to the Goldman Sachs Commodity Index with less risk through volatile & unpredictable market cycles.

SEEKS OPPORTUNITY: Invests across four (4) commodity sector ETFs including Agriculture, Energy, Industrial Metals, and Precious Metals plus Cash and Aggregate Bonds. Increases allocations to top performing commodity sectors and reduces allocations to low performing commodity sectors.

ACTIVE RISK MANAGEMENT: Dynamically adjusts portfolio risk and allocations to changing market conditions through monthly rebalancing with the ability to invest 100% in cash or fixed income to reduce significant losses during bear market periods.

STRATEGY BENEFITS: Low cost Goldman Sachs Commodity Index alternative with less risk and lower correlation providing added diversification to U.S. Equity portfolios.

Factsheet PDF
Advisor Factsheet PDF

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/30/10 Portfolio (10% Commodity ETF Sleeve)


Custom Strategies

Blended InvestFlex™ Portfolios

Combines two or more InvestFlex™ Strategies to create an actively managed, custom portfolio solution based on each investor's desired risk tolerance, asset class exposure, time horizon, and investment objective.

PORTFOLIO USE CASES

Traditional 60/40 Portfolio



Use Case #1 – 60/40 Portfolio (Passive/Active)



Use Case #2 – 60/40 Portfolio (Passive/Active – Factor ETFs)



Use Case #3 – 60/40 Portfolio (Diversified Equity – Passive/Active)

privacy policy       disclaimer

59 Damonte Ranch Parkway Suite B-378 Reno, NV 89521       775-354-1969       info@cunninghaminvest.com