Robert Stimson - Portfolio Manager - 
James Moise - Analyst - 
David Mullen - Analyst - 
Hampton Boyd - Investment Associate - 35 Braintree Hill Park
Suite #100
Braintree, MA 02184
Strategy Overview
Investment Objective
- Seeks to provide a predictable stream of current dividend and interest income and long-term capital appreciation
- Provides global exposure to asset classes while attempting to balance risk-adjusted returns through a comprehensive set of passive and active strategies
Typical Investor
Individuals seeking global exposure to various asset classes with an account size less than $250K. Investors will not hold individual stocks and bonds but will still partake in the markets.
How this Strategy is Managed
Our Smart Active/Passive Global Strategy offers unique diversified exposure to domestic and international markets through a wide range of equity, fixed income products, and alternatives. Through carefully selected and well-researched emerging and developed market mutual funds, we can lessen a client’s dependence on U.S markets to capitalize on the growth of the global economy. Our investment team works to assure this strategy offers in-depth exposure to a wide range of geographies, industries, and asset classes through a variety of un-correlated securities for strong risk-adjusted returns. Our dynamic modeling portfolio management systems allow for investment models to automatically update across all client accounts to capture daily pricing actions.
Portfolio
Holdings
For accounts with assets under $250K you would expect to have the following holdings:
- 5-10 Active and Passive Equity ETFs or Mutual Funds
- 3-6 Active and Passive Fixed Income ETFs or Mutual Funds
- 1-3 Alternative ETFs
- Cash
Facts
| Inception Date | 12-31-17 |
| Equity Benchmark | MSCI World Index |
| Bond Benchmark | 45% Corporates 45% Barclays Aggregate 10% Municipals |
| Total Holdings Range | 63-90 |
| Top 10 Holdings % | 25-40% |
| Initial Position Size | 0-5% |
Risk Profiles
Depending on a client’s investment objectives and attitudes toward risk, this strategy can be applied across a range of risk profiles to ensure the strategy helps a client reach his or her goals. Click to learn more about Risk Tolerance.
Strategic Weightings
| Risk Profiles | Most Conservative | Conservative | Moderate | Balanced | Growth w/Income | Growth | Aggressive-Growth | Most-Aggressive | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity | 0% | 20% | 40% | 46% | 56% | 75% | 85% | 93% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Bond | 96% | 76% | 56% | 46% | 36% | 18% | 8% | 0% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Alternatives | 0% | 0% | 0% | 4% | 4% | 3% | 3% | 3% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash | 4% | 4% | 4% | 4% | 4% | 4% | 4% | 4% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
 |
 |
 |
 |
 |
 |
 |
 |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Contact Us for Detailed Performance Report
Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The information throughout this presentation is for illustrative purposes and is subject to change at any time. Holdings and sector weightings are subject to change and should not be considered investment advice or a recommendation to buy or sell a particular security. Actual holdings may vary by client. This information is supplemental to the GIPS Report. This managed account strategy involves risk, may not be profitable, may not achieve its objective, and may not be suitable or appropriate for all investors. Investors should consider the investment objectives, risks, and fees of this strategy carefully with their financial professional before investing. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. This is not a solicitation for any order to buy or sell securities.