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

11.59%

YTD Growth

13.51%

Avg. Ann. MDD

6.89%
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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
Financial
PSA
PUBLIC STORAGE
12.29%
$12,293
Financial
ICE
INTERCONTINENTALEXCHANGE
10.87%
$10,875
Services
MCD
MCDONALD'S
8.47%
$8,467
Metals
DBP
POWERSHARES DB PRECIOUS METALS
8.42%
$8,421
Tech Stocks
BCE
BCE
8.41%
$8,411
Healthcare
PFE
PFIZER
7.77%
$7,768
Financial
MMC
MARSH & MCLENNAN
7.25%
$7,255
Utilities
PUI
POWERSHARES DYNAMIC UTILITIE
5.26%
$5,263
Healthcare
CELG
CELGENE
5.12%
$5,124
Services
TRI
THOMSON REUTERS
4.71%
$4,714
Materials
RDS.A
ROYAL DUTCH SHELL
4.52%
$4,524
Treasury Bonds
SHY
iShares BARCLAYS 1-3-YEAR TREASURY
4.21%
$4,211
Materials
RDS.B
ROYAL DUTCH SHELL
3.48%
$3,482
Materials
EPD
ENTERPRISES PRODUCTS
3.24%
$3,236
Consumer Staples
RHS
GUGGENHEIM S&P 500 EQUITY WTS CONS
3.16%
$3,158
Services
SYY
SYSCO
2.8%
$2,799
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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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