12 Year Historical Performance:
Max Diversity *

Invested
Amount:

$0$100k$200k$300k$400k$500k$600k$700k$100k'05'06'07'08'09'10'11'12'13'14'15'16'17'18'19'20

Compare

Avg Annual Growth

12.85%

YTD Growth

8.18%

Avg. Ann. MDD

8.18%
Track this OmniFund:
Or Get Started Now:
To use this OmniFund you must be an OmniFunds Pro owner.

About "Max Diversity *"

The Max Diversity OmniFund looks to provide consistent returns while avoiding significant drawdowns. 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 picks stocks from five different industry groups in order to maintain a diversified portfolio at all times. The conservative Portfolio uses ETF's representing five different industry groups which are typical safe havens for investors in bearish markets.
 
ETF Group
Symbol
Name
%
Amount
Tech Stocks
BCE
BCE
10.98%
$10,976
Services
WMT
WAL-MART STORES
10.72%
$10,718
Materials
RDS.B
ROYAL DUTCH SHELL
10.45%
$10,445
Services
MCD
MCDONALD'S
7.86%
$7,860
Healthcare
CELG
CELGENE
7.43%
$7,426
Services
SYY
SYSCO
6.87%
$6,871
Financial
RY
ROYAL BANK of CANADA
6.58%
$6,576
Healthcare
AGN
ALLERGAN INC
6.38%
$6,378
Healthcare
JNJ
JOHNSON & JOHNSON
6.2%
$6,196
Materials
RDS.A
ROYAL DUTCH SHELL
6.15%
$6,147
Materials
ENB
ENBRIDGE
5.41%
$5,405
Financial
SLF
SUN LIFE FINANCIAL
5.17%
$5,169
Financial
BMO
BANK of MONTREAL
5.05%
$5,046
Tech Stocks
VZ
VERIZON COMMUNICATIONS
4.78%
$4,785
Get Started with an Omnifunds Account Today.
To use this OmniFund you must be an OmniFunds Pro owner.

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.

© Copyright 2019, Intelligent Funds Management, LLC