NAV as of 5/29/2023
1 Day NAV Change as of 5/29/2023
NAV Total Return as of 5/29/2023
YTD (year to date) is a period, starting from the beginning of the current calendar year, and continuing up to the prior day's close.
YTD (year to date) is a period, starting from the beginning of the current calendar year, and continuing up to the prior day's close.
OVERVIEW
ASSET ALLOCATIONS
HOLDINGS
RESOURCES
The Sierra Tactical Risk Spectrum 70 Fund aims to provide investors a globally unconstrained, tactically managed, balanced portfolio that averages 50% to 70% in equities over a three-year period. Utilizing Sierra’s proprietary investment disciplines, the Fund’s portfolio will be constructed by quantitatively analyzing mutual funds and ETFs to identify those that exhibit the most attractive positive trends for purchase. In times of elevated market volatility, the strategy has the ability to hold up to 100% cash, as needed. Sierra has utilized these disciplines for constructing portfolios for more than 35 years.
Experienced Investment Team
Managed by an investment team with more than 70 years of collective experience managing private accounts in the same investment style.
Well-Proven Risk Limiting Discipline
Trailing stops are manually implemented under every individual holding, and are manually reviewed daily, in order to moderate any sustained losses to the portfolio.
Access to Institutional Money Managers
By utilizing multiple leading institutional money managers, Sierra provides another level of broad diversification and expertise in their investment styles.
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.
Allocations are subject to change.
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy an individual security.
May 2023 Commentary on the Fed