Our Portfolios are dynamic and designed to systematically adapt to changing markets.
Stock & Bond Markets have historically transitioned between four distinct market conditions:
Our portfolios are designed to deliver better results over all market conditions.
Passive/strategic investing has generally performed well in most markets; but have been vulnerable to losses in bear markets; thus, at times experiencing harsh drawdowns.
Each portfolio is comprised of a strategic, opportunistic & tactical/alternative segment.
Each segment plays an important role in the portfolio construction process:
Efficient in most markets but vulnerable in downturns, using low-cost, low-turnover style-box solutions that track benchmarks with potential to outperform through active selection.
Seeks alpha & outperformance while managing risk through strategies with strong capture ratios and proven allocation to favorable asset classes and sectors.
Aims to reduce risk and limit losses when diversification breaks down. Uses tactical tools like cash or options, and alternatives that hold up when correlations fail.
Our strategic allocation process leverages institutional-grade research, updated quarterly to reflect market shifts.
Guided by these insights, ELITE’s Investment Committee oversees and adjusts portfolio weightings to maintain a disciplined foundation for growth and risk management.
Smarter Diversification. Better Outcomes.
ELITE’s SMART Portfolios are built on a simple but powerful idea: combine traditional, opportunistic, and alternative strategies within one cohesive, risk-managed framework.
By blending these complementary components, SMART Portfolios deliver broader diversification, dynamic adaptability, and institutional-quality access — all within a structure designed for today’s investors.