TACTICALLY ALLOCATE BETWEEN STOCKS & BONDS
Risk On / Risk Off Fund
The Opposite of "Buy & Hold"
The AmericaFirst Risk On / Risk Off Fund seeks to provide positive returns regardless of the directions of the economy or financial markets by tactically allocating between stocks and bonds on a monthly basis.
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.