12 Year Historical Performance:
Defensive Stocks 2

Invested
Amount:

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Avg Annual Growth

14.32%

YTD Growth

12.87%

Avg. Ann. MDD

10.96%
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About "Defensive Stocks 2"

The Defensive Stocks OmniFund uses a mixture of stocks and ETF’s in order to produce consistent performance in all markets. It pairs two different Portfolios (one aggressive and one conservative) together in order to allow users to determine their personal risk setting. The Aggressive Portfolio was constructed from looking at high cap stocks that outperformed during the sub-prime mortgage crisis of 2008. This Portfolio includes a trend filter and looks for stocks that are currently oversold but trending upward. The Conservative Portfolio concentrates on ETF’s in industry groups such as Consumer Staples, Healthcare, Metals, Bonds and Utilities in order mitigate the effect of bearish markets.
 
ETF Group
Symbol
Name
%
Amount
Defensive Stocks
CTWS
CONNETICUT WATER SERVICE
31.58%
$31,579
Defensive Stocks
UGI
UGI CORP
19.74%
$19,737
Defensive Stocks
ATRI
ATRION
15.79%
$15,789
Defensive Stocks
HSY
HERSHEY CO
11.84%
$11,842
Utilities
FXU
FIRST TRUST UTIL ALPHADEX
5.26%
$5,263
Metals
DGL
POWERSHARES DB GOLD
4.27%
$4,270
Consumer Staples
XLP
CONSUMER STAPLES SELECT SECTOR
4.21%
$4,211
Treasury Bonds
SHY
iShares BARCLAYS 1-3-YEAR TREASURY
4.15%
$4,151
Healthcare
XLV
HEALTH CARE SELECT SECTOR SPDR
3.16%
$3,158
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The results shown are based on simulated or hypothetical performance results, including results stated since release. Hypothetical results have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown. Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade. Therefore, you should not invest or risk money that you cannot afford to lose.

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