Income Maximizer – Global

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Income Maximizer Multi Asset Global Strategy (I-MA)

Strategy Overview

Investment Objective

  • Seeks to provide a predictable stream of dividend and interest income with the goal of lowering overall volatility and conserving capital
  • Provides global exposure to asset classes while attempting to balance risk-adjusted returns
  • Blends a comprehensive set of securities, active strategies, alternative instruments, and a proprietary Little House equity product (Dividend Income+)

Typical Investor

Individuals seeking global exposure to various asset classes, including individual equities and fixed income securities, as well as income replacement as he or she approaches retirement.

How this Strategy is Managed

Our Income Maximizer Global strategy offers unique diversified exposure to domestic and international markets through a wide range of equity and fixed income products. 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. The strategy’s allocations toward Dividend Income+ and Fixed Income allow for an unwavering income stream. Our well-structured Fixed Income allocation is blended across various maturities and sectors for optimal capital preservation. Our dynamic modeling portfolio management systems allow for investment models to automatically update across all client accounts to capture daily pricing actions.

Investment Team

Robert-Stimson Robert Stimson - Portfolio Manager - Bio
James-Moise James Moise - Analyst - Bio
David-Mullen David Mullen - Analyst - Bio
Hampton-Boyd Hampton Boyd - Investment Associate - Bio

Portfolio

Holdings

For Accounts with assets over $500K you would expect to have the following holdings:

  • 40-60 Individual Equity Securities (Dividend Income+)
  • 15-20 Individual Bonds
  • 8-10 Passive and Active ETFs or Mutual Funds to supplement in-house research
  • 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%
US Equity 0% 14% 28% 32% 39% 53% 60% 65%
Dividend Income+
0% 10% 20% 23% 27% 37% 42% 45%
US Mid Cap 0% 1% 3% 3% 4% 5% 6% 7%
US Small Cap 0% 3% 5% 6% 8% 11% 12% 13%
International Equity 0% 6% 12% 14% 17% 23% 26% 28%
Developed 0% 4% 7% 8% 10% 14% 16% 17%
Emerging 0% 2% 5% 6% 7% 9% 10% 11%
Fixed Income 96% 76% 56% 46% 36% 18% 8% 0%
Individual Bonds 72% 57% 42% 35% 27% 14% 6% 0%
Corporates 54% 43% 32% 26% 20% 11% 5% 0%
Municipals 18% 14% 11% 9% 7% 4% 2% 0%
Bond Sectors 24% 19% 14% 11% 9% 4% 2% 0%
Alternatives 0% 0% 0% 4% 4% 3% 3% 3%
Commodities 0% 0% 0% 2% 2% 1% 1% 1%
Equity Hedges 0% 0% 0% 1% 1% 1% 1% 1%
Hedge Funds 0% 0% 0% 1% 1% 1% 1% 1%
Cash 4% 4% 4% 4% 4% 4% 4% 4%

Documents

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.

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