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® Energy IYE
iShares® Financial IYF
iShares® Health Care IYH
iShares® Industrial IYJ
iShares® Materials IYM
iShares® Technology IYW
iShares® Nasdaq Biotechnology IBB
PowerShares Nasdaq-100 QQQ

Effective February 15, 2014, the following ETFs were added to the investment universe: Consumer Staples, Financial, Health Care, Biotechnology, and Nasdaq-100.


Alternative ETFs
SPDR Gold Shares GLD
iShares® Silver Trust SLV
iShares® US Basic Materials IYM
iShares® US Real Estate IYR
iShares® Agriculture MOO


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
iShares® iBoxx $ High Yield Corporate Bond HYG
Pimco 0-5 Year High Yield Corporate HYS
iShares® Mortgage MBB
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

Portfolio Managers

Louis Navellier

Mr. Navellier’s stock selection process focuses on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio.

Michael Garaventa

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.