Optimizer Model Performance
The objective nature of Optimizer A and B results in an investment process that is often a perfect fit within an overall investment strategy. The most recent data shown here demonstrates the performance of the model.
The below charts shows the cumulative returns of the two Optimizer models, a blend of the two models, and two traditional ways of measuring relative performance. To learn more about it, view our videos featuring Clark Bellin of Bellwether Wealth.
The goal of Optimizer A and B is to maximize the upside while minimizing volatility. Optimizer A is the platform that makes the model function and is geared to minimize volatility. Optimizer B takes emotion and the human judgment element out of the process and utilizes machine learning to drive superior results. Both A and B are numbers-driven and therefore objective approaches.
Contact us if you have any questions, would like additional information, or want to start utilizing the Optimizer Model.
Notes:
1. Bellwether Advisors, LLC is a registered investment adviser whose principal office is located in Nebraska. Information here is directed toward U.S. Residents only. Bellwether only transacts business in states where it is properly registered or excluded or exempted from registration requirements
2. The composite contains 100% Equity Stocks, and is managed for aggressive capital appreciation. The composite is being used as only a portion of an investor’s or account’s overall investment portfolio. Investing in 100% stocks can provide significant potential for capital loss, and investors should only invest in the amount of risk consistent with their risk tolerance.
3. The comparison benchmarks are the SPDR S&P 500 ETF (Ticker: SPY) and the iShares MSCI USA Momentum Factor ETF (Ticker: MTUM). Further information regarding the benchmarks is available upon request.
4. Valuations are computed and performance reported in U.S. Dollars.
5. Net-of-fees performance returns are presented after investment management fees (based on maximum fee of 1.25% annualized but billed monthly) and direct trading expenses. Performance results include the reinvestment of all income. Returns are presented gross of all income taxes.
6. This composite was created in October 2020. A complete list and description of firm composites is available upon request.
7. Additional information regarding policies for calculating and reporting returns is available upon request.
8. Cumulative returns are the compounded daily returns assuming constant-dollar (time-weighted) returns over the time period presented, from 1 October 2020 through 30 November 2024. They are not annualized. Standard Deviations and Sharpe Ratios (where presented) are annualized.
9. Past performance is not necessarily an indicator of future results. Information included here is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.
10. The results for holdings are obtained from third parties deemed by the adviser to be reliable. Nonetheless, the adviser has not verified the results and cannot be assured of their accuracy.
11.The 50/50 Blend of Optimizer and Optimizer B is a 50% allocation each of Optimizer B, and of Optimizer ETF
12.The returns reflected in Optimizer B, Optimizer ETF, and 50/50 Blend of Optimizer, are valued based on end of day prices. Client accounts may vary as they will include end of day prices, and intra-day trade execution prices.
All opinions contained in this document are solely those of Bellwether Advisors LLC as of today’s date and are subject to change without notice. The opinions are not intended for external use in making investment decisions or otherwise. Individual client circumstances vary; consequently the opinions can not be interpreted as a recommendation or guidance for any specific investor. This document, in whole or in part, is for information purposes only and should not be construed as an offer to buy or as a solicitation to sell. Holdings are subject to change without notice. Past performance is not a guarantee, or indicative of, future results. Any securities identified do not represent all of the securities purchased, sold or recommended and the reader should not assume that any listed security was or will be profitable. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of securities in this list.Bellwether Advisors LLC’s Form ADV is an integral part of this document. If you would like a copy of Bellwether Advisors LLC’s Form ADV, a copy is available from Bellwether Advisors, LLC, upon request.