Risk Profile: Aggressive Growth
The Heritage Capital Gold Equity Strategy (“Heritage”) is a long-only investment strategy that takes a short- to intermediate-term outlook on the gold market. Based on a qualitative assessment of technical indicators, the strategy will invest long in the Rydex Precious Metals Fund or move to money market.
Portfolio Diversification and Correlation Analysis:
When diversifying your portfolio, it is important to understand how each strategy correlates to your other positions. We believe the key to long-term success is how you weave a number of low-correlating strategies into your portfolio and manage those allocations over time.
For an explanation on strategy correlation and comparisons to other indices, click on the Correlation Matrix link on the right. A 1.00 correlation would be a perfect correlation. A 0.000 correlation reading would imply a non-correlation. Generally, readings below 0.50 reflect a low-correlation.
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