Schuler Capital Management LLC
  • Approach
    • What Makes Us Different
    • How We Work With Clients
    • About Us
  • Risk Model
    • Safeguard 1st Risk Model
    • Why Does It Work?
    • Risk Management vs Market Timing
    • Key Takeaways
    • What Is Safeguard 1st Telling Us Now? >
      • Current Safeguard 1st Signals
  • Reasons Why
    • Buy & Hold May Not Always Be Best
    • The Achilles Heel of the 60/40 Portfolio
    • Is Your Portfolio Really Diversified?
    • Cash Is Not Trash
    • Fees Matter
    • What To Know About Track Records
  • Approach
    • What Makes Us Different
    • How We Work With Clients
    • About Us
  • Risk Model
    • Safeguard 1st Risk Model
    • Why Does It Work?
    • Risk Management vs Market Timing
    • Key Takeaways
    • What Is Safeguard 1st Telling Us Now? >
      • Current Safeguard 1st Signals
  • Reasons Why
    • Buy & Hold May Not Always Be Best
    • The Achilles Heel of the 60/40 Portfolio
    • Is Your Portfolio Really Diversified?
    • Cash Is Not Trash
    • Fees Matter
    • What To Know About Track Records
​Key Takeaways
 
We think the following points stand out when one reviews the performance statistics of our strategies.
  • Returns are higher than for Buy & Hold – Much higher in the case of our Momentum strategies.
  • Risk (drawdowns) are lower than for Buy & Hold – Much lower in the case of our Safeguard 1st Strategy.
  • Risk-adjusted returns (Sharpe Ratios, Sortino Ratios, and Net Profit as a % of Max Drawdown) are all significantly improved.
  • All the strategies generate significant Alpha above the S&P500 Total Return Index..
  • Correlations of our strategies with the market are very low.  If fact, they are in the range of bond investments, which make some our strategies a suitable option for portfolio diversification.
    • The average correlation between the return of the S&P 500 Index and the 10-Year Treasury Bond was 0.34 percent between 2000 and 2014.
  • By combining momentum strategies with our Seven Samurai Risk Model, we eliminate the inherent weaknesses of typical momentum strategies.
    • We eliminate short leg of traditional momentum strategies as it is expensive, hard to manage.
    • Instead we go to cash when the environment turns risky, thereby avoiding momentum crashes.
    • Momentum Strategies + Seven Samurai = Perfect Match!
  • Our momentum strategies provide three layers of risk management.
    • Seven Samurai buy/sell signals.
    • Inherent risk management of momentum:  sell if momentum stops after 52 weeks.
    • Stop losses, manually executed if an individual stock losses more than 13.5 percent.
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