TACTICALLY ALLOCATE BETWEEN STOCKS & BONDS
Risk On / Risk Off Fund
The Opposite of "Buy & Hold"
The AmericaFirst Risk On / Risk Off Fund seeks to achieve capital appreciation with a focus on producing positive returns regardless of the direction of the financial markets.
Each Month, the Fund utilizes eight factors from the following categories to determine an allocation between stocks (Risk On) and bonds (Risk Off) . The factors can be grouped into the following categories:
A Dynamic Rules-Driven Process
Each of the aforementioned factors represents an equal-weighted allocation of the Fund's portfolio. As an example, if 1/2 of the factors are risk off, then 50% of the portfolio will invest in mid-term Treasury bonds while the remaining 50% will invest in stocks.
When the AmericaFirst Risk On / Risk Off Fund invests in stocks, it implements a rules-based screening process focusing on large cap stocks with strong operating earnings yield, share buyback yield, earnings growth and price momentum.