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Blended Portfolio component

Multi-Asset Strategy

The New Generation Portfolio

Intro

Weighted Positions Based on Momentum and Volatility.

The New Generations portfolio is designed with a focus on a selection of what we consider to be the top ten stocks in the Nasdaq 100 and the S&P 500. In addition, we’ve added additional equity indexes and a layer of protection using a safe shelter mechanism consisting of multi-asset classes, which include fixed income, commodities and precious metal positions that are not correlated to the equity markets.

 

The portfolio consists of:

  • 10 Stocks in the top 20 stocks in the NDX 100 by market weight
  • 10 Stocks in the top 20 stocks in the S&P 500 by market weight
  •  24 Multi-Asset ETF’s, fixed income, commodities

The New Generation Strategy is a component of the Blended Portfolio and is not available as a stand-alone portfolio strategy. 

strategy

New Generation Multi-Asset Strategy

Contact Us

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White Rock Capital Management

8880 Cal Center Drive
Suite. 195
Sacramento, CA 95826

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Office 916-706-1234
Fax: 888-363-2937