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OTHER LINKS
Copyright 2004 Burlington Hall Asset Management, Inc. All rights reserved.
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This seminar features a new asset allocation tool called DynaPorte for building dynamic portfolio models. As an example, the seminar will also include a description of a fundamental dynamic asset allocation model that used 17 macroeconomic fators to determine time-vaying asset allocations to 10 Fidelity sector-based mutual funds. The particular model made an average annual return of 12% during 2000 - 2002, when major market indices suffered heavy losses, and would have out-performed those same benchmarks during the 1990s bull market.
| Date: |
May 5, 2004 |
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Wedneday |
| Time: |
7:30 - 8:15 am |
| Location: |
San Diego 1/2 Room |
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Doubletree Hotel |
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San Diego Mission Valley |
Call or Email Now to Reserve your Seat!
Breakout Session at the SAAFTI Conference in San Diego
Market Timing Models Based on Macroeconomic Factors
DynaPorte presents a sector-rotation model that made positive returns during the bear market of 2000 - 2003.
| Grand Prize*: |
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A Free One Year Subscription to the |
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DynaPorte Dynamic Asset Allocation System |
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Value: $20,000 |
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| 8 Additional Prizes*: |
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Hardcover copies of |
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Dynamic Portfolio Theory & Management |
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by Richard E. Oberuc |
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Published by McGraw Hill, 2003 |
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Value: $55.00 |
* Prize winners must be present for entire seminar to be eligible.
