A Risk-Managed Approach to Precious Metals and Bitcoin within one fund.
A Tactical Approach
for Uncertain Times
Trends with Benefits
The Investment Advisor’s quantitative models and tactical approach requires momentum to be both positive and increasing prior to initiating and/or maintaining a position, and, as such, it seeks to minimize volatility and drawdowns.
Risk-Managed by Design
The Investment Advisor’s quantitative models and tactical approach has a high threshold for investing, including in gold and bitcoin (via the Grayscale Bitcoin Trust), and a low threshold for going to cash/short term treasuries/fixed income.
Exposure to Gold & Bitcoin When it Makes Sense
The Investment Advisor seeks to allocate to risk assets only when the quantitative models identify such assets as favorable for capital appreciation.
Gold has Historically been a Strong Performer Compared to the Large-Cap U.S. Equities...
LBMA Gold (USD/Oz) – The London Bullion Market Association (LBMA) Gold Price is the global price index for unallocated gold delivered in London. S&P 500 Index Total Return is a large-cap U.S. equities which includes 500 leading companies and captures approximately 80% coverage of available market capitalization.
The graph above is provided for historical context and not as a benchmark to the Fund. Prior economic data and index, commodity and security performance are not necessarily illustrative of the Fund’s future performance. The holdings and portfolio construction of the Fund may vary significantly from those of LBMA Gold and the S&P 500 Index. Unmanaged index returns do not reflect any fees, expenses or sale charges, assumes dividends are reinvested, unless otherwise noted, and do not reflect actual trading. Therefore, investors are cautioned that comparisons between the information presented and the Fund may be of limited use.
...but it's also been a Wild Ride with Multiple Drawdowns.
Source: The Atlas Investor
The graph above represents the price of the iShares Gold Trust in comparison to the maximum drawdown incurred by an investment made as of the highest NAV prior to such applicable date; and is intended to reflect the volatility associated with investment in gold. The iShares Gold Trust (Ticker: IAU) is an actively traded Exchange Traded Fund whose objective seeks to reflect generally the performance of the price of gold. The graph above is provided for historical context and not as a benchmark to the Fund. Prior index performance and volatility are not necessarily illustrative of the Fund’s future performance. The holdings and portfolio construction of the Fund may vary significantly from those of the iShares Gold trust. The iShares Gold Trust is not an investment company subject to the same regulatory requirements as mutual funds or ETFs registered under the Investment Company Act of 1940, and may be subject to fees and costs that differ from the Fund. Therefore, investors are cautioned that comparisons between the information presented and the Fund may be of limited use.
Gold’s strong performance relative to the large-cap U.S. equities has not been without multiple drawdowns in excess of 20%.
For investors seeking gold’s historically returns with reduced risk and minimal drawdowns, a passive allocation to gold may be difficult to justify.
BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER THE AURUM+ FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. THIS AND OTHER INFORMATION IS AVAILABLE IN THE PROSPECTUS, A COPY OF WHICH MAY BE OBTAINED BY EMAILING email@example.com, BY CALLING (866) 458-4744, OR BY CLICKING HERE. WE ENCOURAGE YOU TO READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.
RG AURUM+ FUND IS DISTRIBUTED BY ARBOR COURT CAPITAL, LLC – MEMBER SIPC AND FINRA. SEE FINRA’S BROKER CHECK FOR MORE INFORMATION HERE: