Holt-Smith Advisors periodically rebalances the percentage of assets held in various equity and fixed income styles and/or market sectors in order to take advantage of market pricing anomalies and expected sector returns.

A full Tactical Asset Allocation review takes place at least quarterly to determine the most appropriate portfolio structure going forward. This review includes the various market sectors’ outlooks, the economy, interest rates, inflation, fiscal policy, monetary policy, liquidity, as well as the previous market and sector results.

Equity style weighting decisions are made with respect to Growth vs. Value stocks, Large, Mid and Small capitalization stocks and Domestic vs. International stocks.  Risk and volatility are controlled by imposing maximum and minimum constraints on style and sector exposure. ETFs (Exchange Traded Funds) are utilized to supplement the equity portfolio in a cost effective manner.

Fixed Income sector weightings are rebalanced based on current yield spreads, inflation and interest rate outlook, Federal Reserve policy and the economy.  Value is added by actively managing portfolio duration relative to the appropriate benchmark.  Fixed Income ETFs are utilized as well to rebalance the portfolio.

At Holt-Smith Advisors, we are proud of our investment results and will be happy to share our complete performance track record with you.