HCM Separately Managed Accounts

9 portfolios  |  25 models


All American
 
All Weather
 
ALP
 
Dividend Income
 
Horizon Income
 
ILP ETF
 
ILP MF
 
Ultra Aggressive
 
Viper 2
 
Overview
Composition
Comparative Benchmark
Platforms

Investment Overview

Dividend Income portfolio models are designed for investors who seek growth and income with all risk and return objectives. These models are designed to provide opportunities for profit across market cycles. Ranging in target allocations from conservative, balanced and growth portfolios, the Dividend Income models seeks to select Mutual Funds with the best dividend paying stocks.

Investment Strategy

The goal of the Dividend Income series is to seek growth and income, while striving to outpace the comparative benchmarks. These models typically strive to participate in all markets and sectors by utilizing our Proactive Sector Rotation methodology. The mutual funds inside the models seek to hold the top dividend paying stocks, and are blended to combine both bond and equity strategies. Portfolios rebalance periodically within the multi income investments. These models are fully liquid and can go up to 100% in cash or cash equivalents with the HCM-BuyLine® to potentially minimize loss in a market downturns.

Minimum

There is a $25,000 minimum to open an account in the Dividend Income series.

Composition

The dividend income series uses mutual funds seeking to select best dividend paying stocks. It is blended to combine bond and equity strategies. This allocation may vary at the discretion of the manager.

Equity Bond
Dividend Income Conservative 45% 55%
Dividend Income Balanced 65%  35% 
Dividend Income Growth 80% 20%

Comparative Benchmark

S&P 500 Reinvested HFRX Equity Hedge Index  Barclay Capital US Aggregate Bond TR Index 
Dividend Income Conservative 10% 35%  55%
Dividend Income  Balanced 20% 45%   35%
Dividend Income  Growth 20% 60%  20%