Since the mid 1990s, I have stressed to my clients how important it is to invest in the stock and bond markets through programs that have the potential to avoid losses through active management strategies.  My recent Absolute Returns Special Report emphasized the importance of investments with the potential to produce “absolute returns,” which are investment programs and funds with the potential to make money in up OR down markets. 

In 1996, we launched our AdvisorLink® Program, which consists of professional third-party Investment Advisors who use active management strategies in an attempt to reduce the risk of being in the market.  More recently, the mutual fund industry has produced a number of individual funds that have, in the past, also shown the ability to produce absolute returns in various market environments.  As a general rule, these funds have been successful by employing active management strategies similar to those used by the money managers in our AdvisorLink® Program. Past results are not necessarily indicative of future results.

Using our sophisticated mutual fund analysis software, we examined the mutual fund universe, looking for mutual funds that I would characterize as “Steady Eddie” funds – those that have delivered good returns (although not necessarily the highest) through various and different market environments – with limited drawdowns.   Once a number of potential candidates were identified, we then ran various combinations of these funds inside a single portfolio, in an effort to further enhance potential performance and reduce the risk of loss.  The culmination of all of this research is now available to our clients in the form of our Absolute Return Portfolios.

Investors who wish to take advantage of the Absolute Return Portfolios will have the choice of three different risk levels – Moderate, Moderate-Plus and Aggressive.  There is a slightly different mix of funds (5-6) in each category, but the objective of each portfolio is to produce attractive absolute returns.  The minimum required to fully invest in our Absolute Return Portfolios is only $15,000. Individual accounts are opened at TD Ameritrade (formerly TD Waterhouse) where the funds will be purchased and held.

If you are interested in learning more about the ProFutures Absolute Return Portfolios, please click on the following links for a more detailed description of each, including management fees and performance history:

Absolute Return Moderate Portfolio

Absolute Return Moderate-Plus Portfolio

Absolute Return Aggressive Portfolio

Or CLICK HERE to access an online order form where you can request an investor kit be sent to you in the mail. 

As you review the Absolute Return Portfolio information, it is important to remember that any mutual fund investment carries a risk of loss, and that past performance is not necessarily indicative of future results.  Also be sure to read Important Information included on Page 4 of each Portfolio Profile.