Elite Wealth Management


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
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Management fee


Min investment


Performance Chart


Last 30 days 13.6%
Last 90 days 15.0%
Last 365 days 46.2%
Last 5 years 100.4%
Since inception (Oct 01, 2018) 88.6%
Since inception (annualized) 11.8%
2024 (YTD) 32.8%
2023 34.4%
2022 -26.8%
2021 10.9%
2020 19.3%
2019 28.9%
The standard deviation of portfolio returns; a measure of risk.
Sharpe ratio
A measure of risk-adjusted portfolio return.
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
Maximum drawdown
Maximum value lost from peak to trough over the last year.
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
Investment (below min)
Annual costs

Portfolio information


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.


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.

Portfolio updates


Elite Wealth Management

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.

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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 October 01, 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.

All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.

In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.