Elite Global Strategy

Managed by Elite Wealth Management

-5.0% Last 30 days - Last 90 days - Last 365 days - Sharpe Ratio - Max Drawdown

Elite Global Strategy

Managed by Elite Wealth Management

-5.0% Last 30 days - Last 90 days - Last 365 days - Sharpe Ratio - Max Drawdown
Risk score
Strategy Stocks
AUM fee 1.0%
Requirements
• Investment minimum: $50,000
• Margin account
or Sign up to invest
The Global Strategy seeks to provide long-term capital appreciation by tactically investing in a diversified portfolio of domestic and international large-cap stocks, ADRs and ETFs.

Research

The strategy targets a tactical approach to hedge against volatility in global markets and to outperform the MSCI ACWI Index. The investment committee evaluates global macro and economic data on a regular basis to determine general broad and sector-based exposure levels in the portfolio along with entry/exit timing. On an individual company basis, our team screens and evaluates large-cap global stocks using a bottom-up fundamental approach to identify either deeply undervalued or high growth companies that have defendable “moats”. Attractive opportunities are evaluated against their sector along with the existing components in the portfolio to determine their relative value add and potential inclusion into the strategy.

Approach

The Global Strategy consists of a diversified blend of growth and value large-cap stocks that are selected based on our conviction to hold the companies long term, their relative fundamental strength and overall market dominance. The strategy starts with a top down macro analysis of global and domestic data/conditions to determine exposure levels. Our process then utilizes fundamental analysis to identify companies with superior growth rates relative to their peers that will lead to consistent levels of outperformance. The strategy also employs technical analysis to identify buy/sell points.

Allocation discipline

The strategy primarily invests in a diversified selection of 20-25 large-cap domestic and international stocks and ADRs along with ETFs listed on US exchanges. The individual components are variably weighted based on our conviction of the company’s relative value or growth potential compared to the other components in the portfolio. We strive to have no single component exceed a 10% weighting.

Sell discipline

In general we take a long-term approach when a company gets added to the portfolio in order to give adequate time for the value behind the decision to materialize, but we employ stringent discipline in liquidating or adjusting the weighting of the components due to a variety of factors. These factors include a general macro deterioration where we may make larger shifts within the portfolio or reduce/hedge the aggregate or individual exposure levels. Individually a company will be liquidated if it becomes strongly overvalued, the fundamentals degrade or its competitive advantages deteriorate.

All performance information on this page is based on the performance of the Portfolio Manager’s account. Client performance may differ. This information was calculated on November 15, 2018.

Daily returns
Performance
S&P 500 ETF
Manager (net of fees )
Last 30 days -5.0% -2.6%
Last 90 days - -3.8%
Last 365 Days - 8.4%
Since inception -9.5% -6.1%
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About Elite Wealth Management

Elite Wealth Management is a registered investment adviser headquartered in Kirkland, WA. Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring. Our capabilities are fully aligned to providing the best possible client service and communication along the way. We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.

Important Information

  1. Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.  
  2. All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Portfolio Manager’s pre-IBKR Asset Management performance information may include performance of non-IBKR Asset Management client accounts. Performance of the Portfolio Manager's account is calculated by IBKR Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions. Manager returns include trades and positions that fail IBKR Asset Management's trading rules, as a result, actual client returns will differ. IBKR Asset Management advisory fees are simulated and applied retroactively to present the portfolio return "net-of-fees".
  3. None of the performance information displayed on this page is based on the actual performance of any IBKR Asset Management client account investing in this portfolio. The performance in an IBKR Asset Management client account invested in this portfolio may differ (i.e., be lower or higher) from the Portfolio Manager’s account performance based on any trading restrictions imposed by the client (resulting in different account holdings), time of initial investment, amount of investment, frequency and size of cash flows in and out of the client account, applicable brokerage commissions, and different corporate actions. Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their IBKR Asset Management account and reviewing their customized dashboard.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IBKR Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither IBKR Asset Management nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns displayed have been calculated by IBKR Asset Management using daily adjusted close prices and include dividend income. More information here. For certain portfolios IBKR Asset Management uses an index as a benchmark, while for others it uses an investable exchange traded fund (ETF) as a benchmark. Index returns do not reflect the deduction of any management fees, transaction costs or expenses. Individuals cannot invest directly in an index. Investable ETF returns reflect the deduction of (i.e., are net of) management fees, transaction costs and expenses.
  7. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of IBKR Asset Management has been provided by the Portfolio Manager. IBKR Asset Management makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of IBKR Asset Management. Transaction history of Portfolio Managers is available upon request. Portfolio classifications are provided by IBKR Asset Management, and are intended to serve as a general guide.
  8. Not all transactions listed will appear in accounts due to IBKR Asset Management's trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.
  9. This portfolio was launched on IBKR Asset Management on September 28, 2018.
  10. The Portfolio Manager could use short selling to manage this portfolio. Short selling is more complex than simply owning securities, involves a high degree of risk, is highly speculative, and is not suitable for all investors. The risk of loss associated with short selling is virtually unlimited. Short selling may also involve additional expenses and risks, including hard-to-borrow stock charges and buy-in risk. You should only select a portfolio using short selling if you are comfortable with the level of risk involved in short selling.
  11. The Portfolio Manager could use borrowed funds or leverage to fund investments in this portfolio. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value. Leverage involves a high degree of risk, is highly speculative, and is not suitable for all investors. Leverage increases both the amount you may lose and the amount you may make in a portfolio, leading to higher returns in the case of favorable market movements but also larger losses under adverse market conditions. You may also incur additional expenses associated with borrowing funds. You should only select a portfolio using leverage if you are comfortable with the level of risk involved in using leverage.