Elite Wealth Management

Global

Managed by Elite Wealth Management
Tactical investingDomestic and international

The Global Strategy Portfolio seeks to provide long-term capital appreciation by tactically investing in a diversified portfolio of domestic and international large-cap stocks, ADRs and ETFs.

Portfolio risk score
Strategy Stocks
Management fee 1.00%
Min investment $50,000
Performance
Commentary

Performance

Last 30 days -6.9%
Last 90 days -2.1%
Last 365 days -18.7%
Since inception (annualized) 2.2%
2022 (YTD) -24.6%
2021 10.9%
2020 19.3%
2019 28.9%

Risk metrics (last 365 days)

Volatility 25.0%
Sharpe ratio -0.88
Sortino ratio -1.34
Maximum drawdown -27.9%
Value-at-risk (95%, 1 week) -5.8%

Portfolio updates

Blog posts

Estimate your costs

Investment (below min)
Annual costs

Portfolio information

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.

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.

Elite Wealth Management

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.

Disclosures

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.

This portfolio was launched on Interactive Advisors on September 28, 2018, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

See how easy it is to get invested in a portfolio that works for you

STEP
1
Fill out the application
It's easy and only takes a few minutes.
STEP
2
Explore our portfolios
Or choose one based on your preferences
STEP
3
Make your first investment
Our technology ensures it is suited for you
Sign up today!