FAQ 3

DOES TRENDCALC FIT INTO AN ACTIVE OR PASSIVE STRATEGY BOX?

We don’t willingly lock ourselves into any specific passive or active strategy box.  Long ago we identified that there is a tremendous value edge in being more active with investment portfolios.  But we also recognized that at times, there can also be great value in passivity.

Investing today is challenging enough without imposing unproductive passive/active strategy restrictions. As such, we have passive portfolio strategies, active portfolio strategies and hybrid strategies (combinations of passive and active strategies).  

As reflected elsewhere on our site, we feel that emphasizing multi-dimensional portfolios with strategy diversification considerations, in addition to asset diversification, tends to lessen (not eliminate) many of the portfolio gyrations that cause such angst for investors.  We are of the belief that having multiple strategies (active, passive or a combination thereof) within the same investment portfolio tends to make for a more comfortable and confident investing experience, even during short-term periods of under-performance. This may be one of the great strategy benefits in working with TrendCalc Dynamics as clients are not as likely to overly worry about the investment markets or their financial futures.