KCM Portfolio Strategies
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Portfolio Strategy Characteristics
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Target Risk Pofile & Riskalyze #Investment ObjectivesAccount TypeStrategy Minimums
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StrategyDescription & Slide Deck LinkAggModBalConDefInflationGrowthIncomeSafetyTaxableTax DefEither$20k$40k$100k$200k
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TILT.ETFGlobal Value & Small Cap Focus75CGIRA$40k
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GROWTH.ETFAlternative Global Growth Focus76CGANY$20k
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MOAT.ETFGlobal Wide Moat Opportunity73CGANY$40k
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MOAT.TAXGlobal Wide Moat Opportunity74CGTAX$200k
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REAL.ETFHard Asset & Real Estate Focus71LCIRA$40k
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DIVIDEND.ETFGlobal Dividend Focus52SIANY$40k
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DIVIDEND.INDGlobal Dividend Focus51SIIRA$100k
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DIVIDEND.TAXGlobal Dividend Focus50SITAX$100k
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FLEX.AGGGlobal Risk-Managed Flexible Core72LCANY$20k
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FLEX.MODGlobal Risk-Managed Flexible Core64CGANY$20k
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FLEX.BALGlobal Risk-Managed Flexible Core56CGANY$20k
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FLEX.CONGlobal Risk-Managed Flexible Core49CGANY$20k
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FLEX.DEFGlobal Risk-Managed Flexible Core41CGANY$20k
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INCOME.ETFAlternative Income Focus35SIIRA$40k
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INCOME.TAXAlternative Income Focus38SITAX$40k
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PERM.ETFLong-Term Capital Preservation36CPANY$20k
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PERM.TAXLong-Term Capital Preservation36CPTAX$20k
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STABLE.ETFMedium-Term Capital Preservation23CPANY$20k
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STABLE.TAXMedium-Term Capital Preservation24CPTAX$20k
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Disclosure:Target Risk Profile columns refer to the level of portfolio volatility, or systematic risk, this particular strategy is targeting in comparison to the market as a whole. Another name for this volatility measure is portfolio beta, where a value of 100% means the portfolio strategy will move in lock step with the broader stock market. If the portfolio beta is less than 100%, for example, 70%, then the portfolio should experience .7 times the up or down percentage move of the broader stock market. We created portfolio beta bands for each target risk profile. Aggressive (Agg) strategies target a portolio beta between 80% and 100%. Moderate (Mod) targets a portfolio beta between 66% and 80%. Balanced (Bal) targets a portfolio beta between 52% and 66%. Conservative (Con) targets a portfolio beta between 38% and 52%. And Defensive (Def) targets a portfolio beta between 38% and 18%. The Riskalyze number (#) varies from 1 to 100 with higher numbers representing a greater chance, but not the likilhood, of portfolio loss as well as potential portfolio gain for this strategy over a six month holding period. Basically, the Risklyze number (#) seeks to quantify the risk-return tradeoff that is present in any investment portfolio that holds risky assets like stocks and bonds. The Investment Objectives columns reflects Koch Capital's philosophy of segmenting total return goals by account for tax efficiency and eventual retirement distribution optimization into four measureable return buckets -- Longevity Coverage (LC) for real return above inflation, Capital Growth (CG) for nomial return adjusted for risk, Steady Income (SI) for yield adjusted for risk and Capital Preservation (CP) for limited downside when transitioning to another investment objective. The Account Location provides guidlines for the optimal account type location -- taxable account or tax deferred (tax advantaged) account -- for each strategy. And Investment Minimums provide the funding requirements for each strategy to prevent potential trading inefficiencies by having a large number of holdings in a small account.
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Simpler, Smarter Solutions for Your Financial Planning Needs
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