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The CMG 21st Century Buy-and-Hold Portfolio is modern look at an old-fashioned strategy. With a low 1% advisory fee, this is a buy-and-hold portfolio unlike anything you’ve ever seen before. This broadly diversified portfolio utilizes a combination of Mutual Funds (MF) and Exchange Traded Funds (ETFs) with the objective of long-term growth. Using a qualitative approach, CMG takes a global macroeconomic view and applies it to select sectors, industries and countries.
While traditional buy-and-hold strategies typically invest in a passively managed 60/40 stock and bond ratio, the CMG 21st Century Buy-and-Hold portfolio takes a more diversified approach; investing in uniquely managed mutual funds and ETFs. The portfolio may be rebalanced quarterly but has the ability to reposition on a more frequent basis, if necessary.
Investment themes may include (but not limited to) the following:
- Water
- Gold, Silver, and other Precious Metals
- Alternative Energy
- Natural Resources
- Rising/falling Interest Rates
- Rising/falling Dollar
- Brazil, Russia, India, China (BRIC)
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Long/short Equity Mutual Funds
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Agriculture – wheat, soy, grains, etc.
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Global Infrastructure Development
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US and World Equity Funds
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Emerging Markets
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Managed Futures
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