DIA/RS seeks to outperform
the historical returns of the broad markets by targeting
top-performing sectors while controlling downside risk via
a defensive cash position.
INVESTMENT APPROACH:
As a tactical investment
strategy, DIA-R/S is designed to follow a market-driven
discipline in identifying and participating in advancing
opportunities in both broad or concentrated areas of the
stock and bond markets. By using technical indicators as
the basis for targeting these opportunities, DIA-R/S is
capable of overweighting allocations in the strongest performing
areas while seeking to avoid the weaker ones. In declining
markets, which typically carry greater risk and increased
volatility, DIA-R/S will attempt to preserve capital through
a defensive money market position of up to 100%.
PORTFOLIO OFFERING:
The standard DIA-R/S portfolio,
illustrated below, includes stock and bond funds and a defensive
money market position. This portfolio will hold up to four
fund or subaccount positions at any given time. In addition
to the standard portfolio, Equity-Only and Bond-Only versions
are available as well.
