Select your preferred asset-allocation template from the options below. We recommend using fewer classes which gives the optimization more latitude to assemble the best portfolio. These define what asset classes constraints are applied to.
This strategy is regularly reoptimized to best harness the dynamic nature of the markets and underlying assets. This strategy is Re-Optimized on an annual basis which is selected to endeavor the best mix of prediction accuracy, portfolio efficiency, and diversification alpha while minimizing the tax consequences of active management.
Apply Smart Re-Optimization
Gravity Capital Partners believes there are many advantages of regularly planned Re-Optimizations. Among them:
that incremental performance can be achieved by rebalancing a portfolio. The benefits of rebalancing are not limited to particular assets classes or strategies. Financial assets are infamous for their tendency to overshoot and overcorrect. When investments held in this model are believed to perform is such fashion, we believe we can achieve additional returns for our investors by capitalizing on such swings through rebalancing.
Please select how frequently you want the portfolio to be Re-Optimized. We recommend 1 year for most taxable strategies and at least 1 month for any strategy
Research Indicates that incremental performance can be achieved by rebalancing a portfolio. The
benefits of rebalancing are not limited to particular assets classes or strategies. Financial
assets are infamous for their tendency to overshoot and overcorrect. When investments held in
this model perform is such fashion, we expect additional returns for investors by capitalizing
on such swings through rebalancing.
In between every Re-Optimization, I want to set the strategy to rebalance every
Apply smart rebalancing
A designated asset's diversification impact is weighted in concert with its estimated utility for any stated objective. The combination produces a set of coordinates that gives shapes which are the geometric embodiment of portfolio diversification. Recommended weights to the investments are made based on how each individual investment helps to growth the geometric model, as geometric growth becomes a representation of economic growth.
Redundancy is removed from the portfolio leaving only the most efficient combination of assets to produce Total Return consistent with strong diversification.
Gravity Capital Partners clients obtain a clear understanding of diversification with our proprietary measurement techniques and visualization. An illustration of the visualization follows below:
Better Balance is Symmetrical
Using our patented system of diversification intelligence including diversification measurement, visualization, optimization and search, we typically produce portfolios with more diversification than traditional methods provide. Your portfolio is optimized using this process.
The more symmetrical the portfolio the greater your investments are in balance. Each position is allocated based on how well it improve the overall balance of the portfolio, combined with its forecasted ability to meet your objectives