Portfolio Strategies: All Weather
Portfolio Strategies
SAM All-Weather
What is All-Weather?
The All-Weather strategy offered by Stansberry Asset Management, LLC (“SAM”) seeks to produce superior risk-adjusted returns through the full investment cycle with an emphasis on capital preservation. This strategy is designed to have less volatility than the stock market.
We aim to reduce portfolio risk in All-Weather by looking for opportunities across several low-correlation asset classes.
All-Weather is an actively-managed strategy. We will be opportunistic—shifting to capitalize when market conditions change, and also actively moving to protect our clients from market drawdowns.
The Benefits of Low Correlation
Low correlation is meant to shelter your portfolio from stock market volatility. Correlation measures how assets move in relation to each other. If your investments have a high correlation to the stock market, they will basically move in lockstep with each other. In other words, you are on the stock market roller coaster ride.
We aim to reduce portfolio risk by looking for opportunities across several low correlation asset classes.
We aim to reduce portfolio risk by looking for opportunities across several low correlation asset classes.
Precious Metals
Biotechnology & Biopharma
Merger Arbitrage
Real Estate
Event Driven
Special Situations
Capital-Efficient Investments
Distressed Debt
Commodities
Top 10 Holdings as of 9/30/2023
| HOLDING | TICKER | WEIGHTING |
|---|---|---|
| US Treasuries | — | 23.35% |
| US Dollars | — | 8.12% |
| Shell PLC A Spons ADR | SHEL | 4.69% |
| Timken Co | TKR | 4.11% |
| Fiser Inc | FI | 3.60% |
| HOLDING | TICKER | WEIGHTING |
|---|---|---|
| Axis Capital Holdings Limited | AXS | 3.58% |
| Lockheed Martin Corp | LMT | 3.49% |
| Seagen Inc | SGEN | 3.33% |
| CVS Health Corp | CVS | 3.21% |
| Affirm Holdings Inc. Sr Blbl Coco | 00827BAB2 | 3.13% |