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

Compare

Avg Annual Growth

12.85%

YTD Growth

16.90%

Avg. Ann. MDD

7.67%
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
Services
SBUX
STARBUCKS
12.13%
$12,127
Tech Stocks
ACN
ACCENTURE
10.64%
$10,642
Financial
CB
CHUBB
9.15%
$9,153
Materials
EPD
ENTERPRISES PRODUCTS
8.08%
$8,077
Services
TRI
THOMSON REUTERS
7.01%
$7,005
Financial
AMT
AMERICAN TOWER
6.06%
$6,058
Materials
APD
AIR PRODUCTS & CHEMICALS
5.98%
$5,977
Tech Stocks
CCI
CROWN CASTLE
5.96%
$5,961
Healthcare
MRK
MERCK
5.72%
$5,715
Healthcare
BAX
BAXTER INTL
5.52%
$5,516
Healthcare
SYK
STRYKER
5.46%
$5,463
Tech Stocks
ADP
AUTOMATIC DATA PROCESSING
5.35%
$5,355
Services
COST
COSTCO WHOLESALE
5.3%
$5,302
Financial
BAM
BROOKFIELD ASSET
3.83%
$3,827
Materials
XOM
EXXON MOBIL
3.82%
$3,822
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