BetaShield Portolio

The Goals and Philosophy of the Betashield Portfolio

The Betashield Portfolio was designed for investors who are:

  • Approaching or in retirement
  • Focusing on asset preservation
  • Looking for a way to limit exposure to a catastrophic portfolio loss
  • Reduction of losses to allow for quicker recovery
  • Seeking to capture gains in long-term, up-trending markets
  • Willing to accept a potentially lower return in exchange for risk reduction

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