12 Year Historical Performance:
Max Diversity *

Invested
Amount:

$0$100k$200k$300k$400k$500k$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

12.85%

YTD Growth

13.88%

Avg. Ann. MDD

7.89%
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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
Materials
APC
ANADARKO PETROLEUM
11.52%
$11,521
Healthcare
ZTS
ZOETIS INC
11%
$11,002
Tech Stocks
BCE
BCE
9.66%
$9,664
Healthcare
MDT
MEDTRONIC
8.27%
$8,268
Healthcare
BDX
BECTON DICKINSON
7.94%
$7,937
Financial
LFC
CHINA LIFE INSURANCE
7.81%
$7,814
Financial
USB
US BANCORP
7.04%
$7,038
Tech Stocks
IBM
INTL BUSINESS MACHINE
6.76%
$6,760
Services
MCD
MCDONALD'S
5.62%
$5,621
Tech Stocks
ACN
ACCENTURE
5.31%
$5,306
Financial
V
N/A
4.96%
$4,962
Services
HD
HOME DEPOT
4.73%
$4,733
Materials
CVX
CHEVRON
3.73%
$3,734
Materials
XOM
EXXON MOBIL
2.93%
$2,934
Services
COST
COSTCO WHOLESALE
2.71%
$2,707
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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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