Natural Resources April 2018

The WMA Cara Natural Resources Portfolio Strategy offers exposure to precious and industrial metals, energy and other basic materials required by a growing world economy. Using rigorous investment analysis, we invest in a portfolio of 12 to 20 fundamentally attractive companies with market entry and exit timing based on our proprietary trend & cycle studies. Our long-term plan is to achieve higher risk-adjusted returns than passive buy and hold strategies such as the benchmark S&P North American Natural Resources Index by participating in equity markets when sentiment is bullish while carefully preserving capital during negative environments. We also seek to support our clients’ lifestyles despite inflation and provide diversification benefits through low correlation to traditional asset classes. The portfolio is managed by senior analysts and advisors with expert working knowledge of these industries.

The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view.

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US Top Picks April 2018

The WMA Top-Picks Portfolio seeks to relatively out-perform the broad U.S. equity market, as measured by the Russell 3000 Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. Based on a fundamental scoring methodology, companies are ranked according to three thematic categories: Value, Growth, & Yield.  A quantitative overlay is then applied to eliminate stocks whose absolute share price or relative price are in weekly intermediate/long-term downtrends.

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Ultra Yield April 2018

The WMA Ultra-Yield Portfolio seeks to relatively out-perform the S&P High Dividend Yield Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. The selection of securities for the Ultra-Yield portfolio is a subset of high yield stocks from our Top Picks portfolio. The Ultra-Yield portfolio remains invested in 20 companies which meet our fundamental selection criteria and offer a dividend yield significantly higher than that of the broad equity market.

The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view.

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