Global Allocation Plus
The Navellier Global Allocation Plus Portfolio is designed as a tactical, defensive strategy for investors who seek broad diversification across major asset classes in a single account. The portfolio invests in five equity sector ETFs, two international ETFs, two ETFs representing alternative investments, three fixed income ETFs, a S&P 500 SPDR, and under certain circumstances can take defensive positions by investing in three additional bond ETFs staggered along the yield curve.
|U.S. Equity ETFs|
|iShares® Consumer Discretionary||IYC|
|iShares® Consumer Staples||IYK|
|iShares® Health Care||IYH|
|iShares® Nasdaq Biotechnology||IBB|
Effective February 15, 2014, the following ETFs were added to the investment universe: Consumer Staples, Financial, Health Care, Biotechnology, and Nasdaq-100.
|SPDR Gold Shares||GLD|
|iShares® Silver Trust||SLV|
|iShares® US Basic Materials||IYM|
|iShares® US Real Estate||IYR|
|International Equity ETFs|
|iShares® MSCI Global Index||EFA|
|iShares® MSCI Emerging Markets||EEM|
|iShares® MSCI Global Small & Midcap Index||SCZ|
|iShares® All Country World Index||ACWI|
|Vanguard Global Ex-US||VEU|
Fixed Income ETFs/Defensive
|Fixed Income ETFs/Defensive Positions|
|iShares® Convertible Bonds||CWB|
|iShares® Shares Utilities||IDU|
|iShares® Corporate Bonds||LQD|
|iShares® Barclays TIPS Bond||TIP|
|iShares® Long Term High Yield Corporate Bonds||HYB|
|SPDR S&P 500||SPY|
|iShares® iBoxx $ High Yield Corporate Bond||HYG|
|Pimco 0-5 Year High Yield Corporate||HYS|
|iShares® U.S. Aggregate||AGG|
|iShares® Barclays 20+ Year Treasury Bond||TLT|
|iShares® Barclays 7-10 Year Treasury Bond||IEF|
|iShares® Barclays 1-3 Year Treasury Bond||SHY|
CHIEF INVESTMENT OFFICER
Mr. Navellier’s stock selection process focuses on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio.
Mr. Garaventa manages the All Cap Core strategy and is a member of many portfolio management teams including, but not limited to the Large Cap Growth, Power Dividend, and Small-to-Mid Cap Growth management teams.
*Navellier Tactical Global Allocation Plus accounts may invest in a cash equivalent, such as money market funds, in place of SHY.Effective February 15, 2014, the following ETFs were added to the investment universe. U.S. Equity sleeve: Consumer Staples, Financial, Health Care, Biotechnology, and Nasdaq-100; International Equity sleeve: MSCI Small Cap, MSCI ACWI, and FTSE All World ex-US; Alternatives sleeve: Agribusiness and Silver; Fixed Income sleeve: Convertibles, Utilities, High Yield, 0-5 Year High Yield, Mortgages, and U.S. Aggregate.
Performance results presented herein do not necessarily indicate future performance; investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Results presented include reinvestment of dividends and other earnings. None of the stock information, data and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities. As a matter of normal and important disclosures to you, as a potential investor, please consider the following: The model performances presented in the accompanying charts and graphs are not based on any actual securities trading, portfolio, or accounts, and should be considered mere “paper” or proforma performance results based on Navellier’s research.