12 Year Historical Performance:
Defensive Stocks

Invested
Amount:

$0$100k$600k$1,100k$1,600k$100k'05'06'07'08'09'10'11'12'13'14'15'16'17'18'19'20

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Avg Annual Growth

22.87%

YTD Growth

-3.66%

Avg. Ann. MDD

12.84%
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About "Defensive Stocks"

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 does not include any filtering, and it looks for stocks that currently weak and poised for a strong run. 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
TEVA
TEVA PHARMACEUTICALS
31.58%
$31,579
Defensive Stocks
FBT
FIRST TRUST NYSE ARCA BIOTECH
19.74%
$19,737
Defensive Stocks
AGN
ALLERGAN INC
15.79%
$15,789
Defensive Stocks
ALXN
ALEXION PHARMACEUTICALS
11.84%
$11,842
Metals
DBP
POWERSHARES DB PRECIOUS METALS
8.42%
$8,421
Utilities
PUI
POWERSHARES DYNAMIC UTILITIE
5.26%
$5,263
Treasury Bonds
SHY
iShares BARCLAYS 1-3-YEAR TREASURY
4.21%
$4,211
Consumer Staples
RHS
GUGGENHEIM S&P 500 EQUITY WTS CONS
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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