Global

Elite Wealth Management

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.

Investment methodology

Research

chevron_right

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

chevron_right

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

chevron_right

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 avoid excess concentration in any security. The portfolio may hold significant cash.

Sell discipline

chevron_right

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.

Strategy

Stocks

Inception

Oct 01, 2018

Annualized return (inception)

11.60%

Portfolio risk score

Learn more

Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.

Management fee

0.75%

Minimum investment

$50,000

Investment (below min)

Annual costs

Performance Chart

Metrics

Last 30 days	-0.4%
Last 90 days	1.9%
Last 365 days	12.4%
Last 5 years	76.7%
Since inception (Oct 01, 2018)	119.1%
Since inception (annualized)	11.6%
2025 (YTD)	9.7%
2024	40.6%
2023	34.4%
2022	-26.8%
2021	10.9%
2020	19.3%
2019	28.9%

Volatility	19.7%
Sharpe ratio	0.43
Sortino ratio	0.52
Maximum drawdown Shows the largest percentage drop in portfolio value from a peak to a subsequent low point over a specific time period, representing your worst-case scenario loss had you invested at the worst possible time and held through the decline. However, this metric is incomplete because it only shows the single worst loss without revealing how often other drawdowns occurred, their frequency, how long losses took to recover, or whether the portfolio ever fully recovered at all.	-21.6%
Value-at-risk (95%, 1 week)	-4.6%

Manager

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.

Get invested

STEP

1

It's easy and only takes a few minutes.

STEP

2

Or choose one based on your preferences

STEP

3

Our technology ensures it is suited for you

Sign up today!

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 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.

Important information

chevron_right

We rely on mathematical formulas, computer programs, and pricing information from third-party vendors (e.g., Refinitiv Worldscope database) to provide these returns. Neither Interactive Advisors 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.
None of the performance information displayed on this page is based on the actual performance of any Interactive Advisors client account investing in this portfolio. The performance in an Interactive Advisors client account invested in this portfolio may differ (i.e., be lower or higher) from the performance of the account managing this portfolio and portrayed on this page based on a variety of factors, such as 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 (when commissions were charged), and different corporate actions. Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their Interactive Advisors account and reviewing their customized dashboard.
Not all transactions underlying the performance information displayed on this page will appear in accounts due to Interactive Advisors’ trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.
Clients may restrict any of the securities traded in their account, but should note that any restrictions they place on their investments could affect the performance of their account leading it to perform differently, worse or better, than (a) the above-portrayed account managing the portfolio or (b) other client accounts invested in the same portfolio.
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 Interactive Advisors, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
Interactive Advisors’ management of this portfolio and some of the information on this page relies on data from third-party sources, including third parties providing the model portfolio strategy or ESG score information, as applicable. While Interactive Advisors believes that the data it uses in its investment management processes is obtained from reliable sources, it did not audit or validate this data, which may contain errors.
Benchmark returns displayed in the performance graph upon selection are provided for illustrative purposes only and have been calculated by Interactive Advisors using daily adjusted close prices and include dividend income. Benchmarks available for display are selected based on overall strategy, trade history and other criteria. If you choose to display benchmark returns in the performance graph, be mindful of the fact that the performance, composition and volatility of the portfolio could vary significantly from that of the benchmark(s) available for display. There can be no assurance that a benchmark will remain appropriate over time and Interactive Advisors will periodically review the benchmark’s appropriateness and decide to use other benchmarks if appropriate. More information here. Interactive Advisors uses only investable ETFs as benchmarks. Investable ETF returns reflect the deduction of (i.e., are net of) management fees, transaction costs and expenses.
Transaction history is available upon request. Portfolio classifications are provided by Interactive Advisors, and are intended to serve as a general guide.

Global

Investment methodology

Performance Chart

Metrics

Performance info

Risk metrics (last 365 days) info

Manager

Elite Wealth Management

Get invested

Disclosures