Strategic Growth Allocation

The Strategic Growth Allocations are Sizemore Capital’s answer to traditional asset allocation and will invest primarily using ETFs. The Strategic Growth Allocations are appropriate for risk-averse investors that prefer a more passive “buy and hold” strategy that is consistent with their risk and return goals. The Strategic Growth Allocation seeks to achieve returns comparable to the S&P 500 while taking less risk and is appropriate for investors with an objective of long-term growth. Income is secondary objective.

The portfolios are long term in nature and utilize annual rebalancing as a risk management tool. Unlike traditional asset allocation–which generally shifts assets between “conventional” equities and bonds–Sizemore Capital incorporates non-traditional asset classes including:

  • High-Dividend Stocks
  • Emerging Market Consumer Stocks
  • Master Limited Partnerships (MLPs)
  • Real Estate Investment Trusts
  • Tax-Free Municipal Bonds
  • Inflation-Protected Bonds (TIPs)

These asset classes are chosen not only for their potential for returns–which are attractive in their own right–but for their diversification potential. These non-traditional asset classes tend to have relatively low correlations to the broader stock market as measured by the S&P 500. There are four distinct Strategic Allocations that vary according to risk tolerance:

  • Aggressive Growth
  • Growth and Income
  • Conservative Income

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Track & Invest in the Strategic Growth Allocation

Sizemore Capital manages the Strategic Growth Allocation Portfolio on the Covestor platform. Investors of all income and wealth levels can participate in this strategy via the Covestor platform.

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