Triumphant offers four portfolio management strategies, in addition to a customized solution, in order to best meet your short- and long-term financial goals. Each of our strategies are managed with an active “exit strategy” tied to our Current Market Outlook signals to reduce market risk for our clients during severe market downturns.
In accordance with our Biblical focus, the portfolios avoid investments in companies that are directly involved in the following: pornography, abortion & abortion inducing drugs; gambling, sports betting, casinos & lottery; manufacture of alcoholic beverages; recreational marijuana; tobacco; prostitution; and manufacture of violent video games.
Please Note: All mutual funds & EFT’s are managed independently from Triumphant and may choose to invest in companies that fall outside of Biblical morality. The Triumphant team is striving to find long-term solutions that prioritize Christian insight into fund management and routinely assess our strategies involvement against their investment activity.
The Triumphant Mutual Fund/ETF Strategies allocate assets between five “no-load” mutual funds* and/or ETF’s** (~20% each) that are top rated in their respective categories. What follows are three models to choose from based on an investors personal needs and profile.
During certain types of markets, and at the sole discretion of Triumphant portfolio managers, a holding of cash (money market fund) can be used in any amount for a period of time in order to minimize the effects of a down trending market.
This strategy invests in blue-chip, sector and/or index ETF’s* that are screened for biblical values, while employing a STOP loss protection discipline. This rules-based, concentrated strategy (maximum of 3 primary holdings) utilizes a set of technical indicators that create a signal to “sell” as a possible downtrend is developing, and conversely, create a signal to “buy” after a correction phase has run its course and the markets begin to recover and rally. The model is invested either in the ETF(s), in cash/cash equivalents, or in a combination of both at the discretion of the TPM portfolio manager based on a proprietary set of indicators used to determine the prevailing risk level in the stock market.
The portfolio’s objective is to be invested during uptrends, or to be partially or fully on the sidelines during corrections and/or bear markets.
(*Inverse ETF’s can also be employed.)
TPM may provide customized portfolios designed to meet specific needs of a client outside of our four disciplined strategies. These portfolios are designed with input from the client and are based on the advisors understanding of their risk tolerance and objectives.