The holdings identified do not represent all of the securities purchased, sold, or "recommended for our clients." To obtain the contribution calculation methodology and a complete list of every holding’s contribution to the overall portfolio’s performance during the period, please contact more information contact us at (833) 852-8453. It should not be assumed that an investment in the securities identified in the top 5 holdings was or will be profitable. The top five holdings are representative of the model portfolio and actual account holdings may vary due to inflows, outflows, liquidity needs or other requirements of the account. Strategy composition information such as strategy allocation, sector weight, and top five holdings is provided as of a specific date and is subject to change.
Back-testing does not reflect actual trading in any account. The back-testing of performance differs from actual performance because the allocation rules may be adjusted at any time, for any reason, and can continue to be changed until desired or better performance results are achieved. Unlike actual performance, hypothetical, back-tested or simulated results are achieved by means of the retroactive application of a back-tested model itself designed with the benefit of hindsight. Hypothetical back-tested performance information shown in text, charts, tables and graphs is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Impacts of federal and state taxes and trading costs are not included in the results of index portfolio or index returns. No representation is being made that any client account will or is likely to achieve profit or losses similar to those shown in hypothetical back-tested performance. Investment recommendations will not always be profitable. All investments involve risk, and different types of investments involve varying degrees of risk. There is a potential for loss in any investment, including loss of principal invested. Past performance does not guarantee future results. Please consult your legal or tax professionals for specific advice.īuild does not guarantee any minimum level of investment performance or the success of any index portfolio, index, mutual fund or investment strategy. Build Asset Management does not provide legal or tax advice.
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Registration of an investment adviser does not imply any skill or training. Complement your existing intermediate bond allocations with Build for similar quality and risk characteristics while seeking better returns.Ĭontact us today to find out how Build can help you and your clients mitigate downside risk in a volatile market.īuild Asset Management, LLC (a/k/a Build Asset Management and/or ) is an investment adviser registered with the U.S.Replace near-dated target date funds with Build to reduce risk for near-retirement investors.Replace conservative strategies that have a higher standard deviation.Add Build to your conservative investment sleeve.Ways to use Build strategies in your clients’ portfolios:
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This combination of active fixed income investing plus an options overlay results in a strategy that seeks to minimize drawdowns on the market’s toughest days, while participating in upside gains during good times.
It also recovered in half the time (70 days for Build versus 148 days for the S&P 500). In March 2020, when the S&P 500 lost nearly 1/3 of its value, Build’s Conservative Indexed Risk Control experienced a much smoother ride, seeing a drawdown of 6.24%. Market drawdowns can be sudden, severe, and extreme in duration. Build’s strategy drew down one fifth as much and recovered twice as fast as the S&P 500 during the COVID-19 crash.įor additional disclaimers, please go here.
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