Paragon's Strategy for Growth-Oriented Investors
If you are looking for a dynamic, overall solution with an exceptional track record for the growth portion of your portfolio, you may want to explore Paragon’s Top Flight Portfolio.
Designed as a total solution for the growth-oriented investor, Top Flight was created to provide exposure to the best performing styles and sectors within the global stock markets. Top Flight is actively managed, and it primarily moves in and out of a mix of exchange traded funds (ETFs) that meet the requirements of our quantitative trend following and seasonality models. In addition, to reduce volatility, another group of quantitative models determine how much market exposure the Top Flight Portfolio will have at any point in time.
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Objectives First: Generate superior absolute returns While we can't guarantee that Top Flight will always meet these objectives, Paragon actively manages this growth portfolio with these goals in mind. Historically, this portfolio has experienced greater volatility than our conservative Managed Income Portfolio and has generated higher returns. Investment Vehicles This portfolio invests primarily in exchange traded funds (ETFs) that concentrate investments in various classes of equity securities, which provides your portfolio with the greatest focus and flexibility. Performance The Managed Income Performance graph below shows the composite net performance of all of the Paragon clients who invested in the Top Flight Portfolio. These results represent the net return clients received after paying management and transaction fees. (See disclosure statements.) |
Management This portfolio is managed using two unique groups of quantitative models. The first group of models is proactive in nature and determines which areas to invest in. The second group of models is protective in nature and determine how much of the portfolio will be invested in equities and how much will be in cash at any point in time. The proactive set of Paragon models is designed to identify trends and measure velocity within the universe of available market styles, sectors and industries. When trends are identified, the portfolio stays invested in those market styles, sectors or industries until certain exit criteria are met. When an exit criterion is met, the funds are rotated into other areas that currently meet the model's recommendations. This rotation is ongoing, and the models are constantly adapting to current market conditions. The protective set of models is designed to reduce risk while achieving a high return on investment. These models determine how much of the portfolio will be invested in the market. This percentage is based on how much risk the model measures at that point in time. When the model shows that there are high levels of risk in the markets, the portfolio holds more cash. When the model shows that there are low levels of risk in the markets, the portfolio becomes fully invested. The equity exposure in the portfolio changes depending on market conditions and will range anywhere in between 0% and 100% net long. |
Paragon's Growth Portfolio's Performance:
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