Triumphant offers five 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.
A growth strategy with a maximum of 14 positions where stock selection is derived predominantly from Investor’s Business Daily ® stock analysis tools that screen for fundamentally & technically superior stocks. The strategy allows for cash to be held in any amount as market conditions warrant. In certain situations, sector, index and inverse ETF’s can be utilized as a part of the 14 positions in an attempt to diversify, enhance or hedge the portfolio, but are not meant to be long-term holdings.
No-load, short-term income funds can also be utilized as an alternative to cash/money market funds.
Invests in the S&P 500 Index ETF while employing a STOP protection discipline. This objective, rules-based strategy is based on 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 either 99% invested in the index ETF, or 100% in cash/cash equivalents.
The portfolio’s objective is to be invested during uptrends or to be on the sidelines during corrections and/or bear markets. This strategy can also be managed with an ETF that reflects the Nasdaq at the discretion of the manager.
TPM may provide customized portfolios designed to meet specific needs of a client outside of our five disciplined strategies. These portfolios are designed with input from the client and are based on the advisors understanding of their risk tolerance and objectives.