AlphaSolutions Conservative Growth & Income
Primary: Seeks to provide dividend income with moderate growth.
Secondary: Seeks to reduce equity market volatility during bear markets by reducing equity exposure.
AlphaSolutions Low Volatility Model
Primary: Seeks to provide equity growth.
Secondary: Seeks to reduce equity market volatility with positions that historically have mitigated downside risk, while including technical signals that when triggered will reduce equity exposure.
AlphaSolutions Multi-Sector Fixed Income Model
Primary: Seeks to invest in high-ranked sectors within the fixed income market to achieve long term positive returns and to minimize fixed income risk by rotating out of weaker sectors.
Secondary: Seeks income from interest and dividends.
AlphaSolutions Tactical Response Model
An investment model that utilizes Artificial Intelligence to identify
market trends for growth and downside risk controls.
Primary: Seeks long term growth by investing in major equity indices when they are trended in or are advancing.
Secondary: Seeks to reduce market volatility by reducing or eliminating investments when major indices are trended out.
AlphaSolutions Daily Harvest Model
Primary: Seeks short term growth by buying and selling leveraged ETFs to reach a 1% profit target due to the large daily price variability, generally taking profits very quickly, often daily.
Secondary: Seeks to reduce market volatility by minimizing trades that carry over to the following day by closing out trades by the end of the trading day or within a few days.
COVID-19 Defense Trades Blotter
COVID-19 Short Trades Blotter
COVID-19 Portfolio Updates Q1 2020
Note: This button leads to our new Daily Harvest Trade Blotter. To view our Legacy Daily Harvest Trade Blotter instead, click here.
AlphaSolutions High Yield Income
Primary: Seeks to produce a high level of risk-adjusted income.
Secondary: Seeks to reduce volatility and long term growth of capital.
AlphaSolutions Momentum Model
Primary: Seeks long term growth of capital by investing in high-ranked Global Equity Classes.
Secondary: Seeks to reduce volatility during bear markets by decreasing equity exposure and increasing cash and bond positions.
High Equity
Max Equity 90% | Fixed Income 10%
Minimum Equity 30% | Fixed Income 70%
Medium Equity
Max Equity 60% | Fixed Income 40%
Minimum Equity 20% | Fixed Income 80%
Low Equity
Max Equity 30% | Fixed Income 70%
Minimum Equity 10% | Fixed Income 90%
AlphaSolutions Reduced Volatility Bull-Bear
Primary: Seeks long term growth of capital by investing in high-ranked equity classes during bull markets.
Secondary: Seeks to reduce volatility during bear markets by having no equity positions and being fully invested in cash and bond positions.
AlphaSolutions Blended Bull/Calendar
Primary: Seeks long term growth of capital by investing in high-ranked equity classes during bull markets.
Secondary: Seeks to reduce volatility during a bear markets by utilizing risk control measures.