Copyright © 2023 Beaumont Capital Management LLC. All rights reserved. All materials appearing on investbcm.com (covers all subpages) are protected by copyright as a collective work or compilation under U.S. copyright laws and are the property of Beaumont Capital Management. You may not copy, reproduce, publish, use, create derivative works, transmit, sell or in any way exploit any content, in whole or in part, on investbcm.com without express permission from Beaumont Capital Management.
The information contained herein should not be construed as financial or investment advice on any subject matter. Some of the information included on this site has been obtained from sources that we believe to be reliable, but its accuracy and completeness are not guaranteed. Beaumont is not affiliated with any third parties listed on the site unless otherwise specified. Stock ticker and other data provided on Beaumont Capital Management (BCM) is for informational purposes only, and is not intended for trading or investing purposes.
As with all investments, there are associated inherent risks including loss of principal. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Sector and factor investments concentrate in a particular industry, and the investments’ performance could depend heavily on the performance of that industry and be more volatile than the performance of less concentrated investment options and the market as a whole. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. The risks are particularly significant for ETFs that focus on a single country or region. The ETF may have additional volatility because it may be comprised significantly of assets in securities of a small number of individual issuers. Securities of companies with smaller market capitalizations tend to be more volatile and less liquid than larger company stocks. Smaller companies may have no or relatively short operating histories or be newly public companies. Some of these companies have aggressive capital structures, including high debt levels, or are involved in rapidly growing or changing industries and/or new technologies, which pose additional risks. Fixed income investments are subject to inflationary, credit, market and interest rate risks.
As market conditions fluctuate, the investment return and principal value of any investment will change. Diversification does not ensure a profit or guarantee against a loss. There are risks involved with investing, including loss of principal. Before investing in any investment portfolio, the client and the financial professional should carefully consider client investment objectives, time horizon, risk tolerance, and fees.
All index, statistical and return information contained herein was provided by Bloomberg, PSN and Morningstar. An investment cannot be made directly in an index.
Exchange Traded Funds (ETFs) trade like stocks and are subject to investment volatility and the potential for loss. ETFs are securities that track an index, a commodity or a basket of assets like an index fund, but trade like a stock on an exchange; ETFs experience price changes throughout the day as they are bought and sold. Some actively managed ETFs may be used. The principal amounts invested in ETFs are not protected, guaranteed or insured.
Index providers periodically change their security classifications and BCM will analyze the changes and update the research and methodology of the effected strategies accordingly.
In October 2019, BCM Decathlon Conservative Tactics’ maximum equity limit changed from 80% to 50%. In Q3 2020, the methodology for BCM Decathlon was refined to trade dynamically rather than every 25 trading days. The Decathlon system is typically run and reviewed daily and typically ‘rebalances’ once a sufficient number of securities have fallen far enough in the rankings to justify the resulting trades. Decathlon’s process is subject to ongoing research and enhancement, with the goal of continuous improvement. The algorithms used by the system are usually optimized on a quarterly basis. Performance shown is based on the then current algorithms/system used.
Also in October 2019, the benchmarks for all three BCM Decathlon Tactics portfolios changed retroactively. BCM Decathlon Conservative Tactics changed its benchmark from the Dow Jones Conservative Allocation Index to 20% MSCI ACWI / 80% Bloomberg Barclays U.S. Aggregate Bond Index; BCM Decathlon Moderate Tactics’ benchmark changed from 50% Dow Jones Moderately Conservative Allocation / 50% Dow Jones Moderate Allocation Index to 50% MSCI ACWI / 50% Bloomberg Barclays U.S. Aggregate Bond Index; and BCM Decathlon Growth Tactics’ benchmark changed from Dow Jones Moderate Allocation Index to 70% MSCI ACWI / 30% Bloomberg Barclays U.S. Aggregate Bond Index. In September 2022, the benchmarks for all three BCM Decathlon Tactics portfolios changed on an ongoing basis. The BCM Decathlon Conservative Tactics strategy’s benchmark is 20% MSCI ACWI / 80% ICE BofA US Broad Market Index, the BCM Decathlon Moderate Tactics strategy’s benchmark is 50% MSCI ACWI / 50% ICE BofA US Broad Market Index, and the BCM Decathlon Growth Tactics strategy’s benchmark is 70% MSCI ACWI / 30% ICE BofA US Broad Market Index.
In March 2014, BCM changed the name of several strategies. BCM AlphaDEX Diversified Equity was previously named BCM AlphaDEX Diversified Equity Premium; BCM AlphaDEX Moderate Growth was previously named BCM AlphaDEX Moderate Growth Premium; BCM AlphaDEX U.S. Sector Rotation was previously named BCM AlphaDEX Sector Premium IDX; BCM Diversified Equity was previously named BCM Diversified Equity Premium; BCM Diversified Equity (Monthly) was previously named BCM Diversified Equity; BCM Growth was previously named BCM Growth Premium; BCM Growth (Monthly) was previously named BCM Growth; BCM Moderate Growth was previously named BCM Moderate Growth Premium; BCM Moderate Growth (Monthly) was previously named BCM Moderate Growth; BCM Global Sector Rotation was previously named BCM Sector Global Premium IDX; BCM International Sector Rotation was previously named BCM Sector International Premium IDX; BCM U.S. Sector Rotation was previously named BCM Sector Premium IDX; BCM U.S. Sector Rotation (Monthly) was previously named BCM Sector Rotation IDX.
The target allocations shown are buy targets only. Actual allocations will differ due to market fluctuations. Cash levels are estimated to be ~2% even when a model is “fully” invested and can be allocated to a money market or short duration (up to a 1-3 year) bond ETF. Signals calling for trades that are less than $500.00 or 0.25% of the account may not be completed if, at BCM’s sole discretion, they do not warrant incurring the trading costs.
The BCM investment strategies may not be appropriate for everyone. Due to the periodic rebalancing nature of our strategies, they may not be appropriate for those investors who desire regular withdrawals or frequent deposits. The portfolio managers maintain full discretion over all BCM strategies.
Beaumont Capital Management, LLC (BCM) is an SEC registered investment advisor. BCM offers tactical, defensively oriented strategies using long only ETFs across multiple asset classes with domestic, international and global exposure.
Beaumont Capital Management claims compliance with the Global Investment Performance Standards (GIPS®).
Beaumont Capital Management was originally created in 2009 as a separate division of Beaumont Financial Partners, LLC. Beaumont Capital Management LLC spun off as its own entity as of 1/2/2020. In January 2022, BCM was acquired by Algorithmic Investment Models, LLC (AIM). Both BCM and AIM continue to operate as a separate and distinct entities owned by a holding company, Algorithmic Research and Trading LLC (ART). Beaumont Financial Partners, LLC was originally registered as Beaumont Trust Associates in 1981 and was reorganized into Beaumont Financial Partners, LLC in 1999.
To obtain a GIPS® compliance presentation, or the composite descriptions for our strategies, contact us through any of the following channels, and the information will be sent to you: (P) (888) 777-0535, salessupport@investbcm.com, or by mail to the address provided.
Beaumont Capital Management was originally created in 2009 as a separate division of Beaumont Financial Partners, LLC. Beaumont Capital Management LLC spun off as its own entity as of 1/2/2020. Beaumont Financial Partners, LLC was originally registered as Beaumont Trust Associates in 1981 and was reorganized into Beaumont Financial Partners, LLC in 1999.
“S&P 500® and SPDR are the registered trademarks of Standard & Poor’s, Inc., a division of S&P Global Inc. “MSCI” is the trademark of MSCI Inc. and/or its subsidiaries.
This material is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor should it be construed as financial or investment advice. The material may contain forward or backward-looking statements regarding intent, or beliefs regarding current or past expectations. The views expressed are also subject to change based on market and other conditions.
Social Media Disclosure:
Information posted on the Beaumont Capital Management (“BCM”) social media sites (“Sites”) should not be construed as a recommendation, an offer to buy any securities or as investment advice. If you are investing in BCM strategies and have questions or concerns that are specific to your account(s), please contact your financial advisor directly. If you are not a BCM client and would like more information about the firm or its strategies, please contact us at 844-401-7699 or salessupport@investbcm.com. Any opinions, ideas, perspectives or outlooks expressed by BCM or its employees on the Sites are as of the date of publication and are subject to change. Information used on these Sites, or as a resource to create that information, may be derived from third party resources that BCM believes to be accurate and reliable, however it cannot be guaranteed. BCM’s posts to these Sites are considered communications with the public and are archived as required by the firm’s polices and applicable regulators.
The Sites may contain links to articles or other information on a third-party website. BCM does not endorse the third-party sites where this information is posted, nor does it accept responsibility for the accuracy or reliability of the content. BCM assumes no liability for any inaccuracy, error or exclusion of data or other information provided on the third-party website or resource. Opinions or statements posted by third parties are their own and may not be representative of BCM or the experience of others. BCM reserves the right to remove any comments, posts, third party-posted content or other content that we deem inappropriate, or that contains confidential information, profanity or illegal material. Due to the regulations prohibiting the use of testimonials by investment advisers, visitors to the BCM Sites should avoid posting positive reviews of their experiences with the firm, its personnel, principals or its services as such posts may be considered testimonials. BCM has attempted to address this by not permitting feedback or discussion items on social media platforms. BCM is not affiliated with third party Sites where our information may be posted and has no control over how LinkedIn, Facebook, Google+, Twitter or other third parties will use the information shared on the Sites. We recommend you read and understand the privacy policies and terms of service for each social media site which you frequent and understand how information can be displayed and used throughout the Sites, as well as other third-party sites that may be linked to them.
Definitions:
Exchange Traded Fund (ETF) — A security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. ETFs experience price changes throughout the day as they are bought and sold and are subject to investment volatility and the potential for loss.
Stock — A type of security that signifies ownership in a corporation and represents a claim on part of the corporation’s assets and earnings. There are two main types of stock: common and preferred. Common stock usually entitles the owner to vote at shareholders’ meetings and to receive dividends. Preferred stock generally does not have voting rights, but has a higher claim on assets and earnings than the common shares.
Bond — A debt investment in which an investor loans money to an entity (corporate or governmental) that borrows the funds for a defined period of time at a fixed interest rate, commonly referred to as a fixed-income security. Bonds are used by companies, municipalities, states and U.S. and foreign governments to finance a variety of projects and activities.
Credit Risk — The risk of default on a debt that may arise from a borrower failing to make a required payment.
Duration risk — A measure of the sensitivity of the price of a fixed-income investment to a change in interest rates.
Annualized Return — The equivalent annual return an investor receives over a given period
Standard deviation — A measure of variability used in statistics. A low standard deviation indicates that the data points tend to be very close to the mean, whereas high standard deviation indicates that the data points are spread out over a large range of values.
Beta — A number describing the relation of its returns with those of the financial market as a whole. A positive beta means that the asset’s returns generally follow the market’s returns. A negative beta means that the asset’s returns generally move opposite the market’s returns.
Alpha — A risk-adjusted return in excess of that received by a benchmark.
R2 — Represents the percentage of a fund or security’s movements that can be explained by movements in a benchmark index.
Max Drawdown — The maximum peak to trough decline in monthly returns of the strategy over the given time period.
Sharpe Ratio — A measure of the excess return per unit of standard deviation in an investment asset or a trading strategy.
The Standard & Poor’s (S&P) 500® Index is an unmanaged index that tracks the performance of 500 widely held, large-capitalization U.S. stocks. Indices are not managed and do not incur fees or expenses. It is not possible to invest directly in an index. The S&P 500 ® is a registered trademark of Standard & Poor’s, Inc.
The ICE BofA 3 Month U.S. Treasury Index measures the performance of a single issue of outstanding treasury bill which matures closest to, but not beyond, three months from the rebalancing date. The issue is purchased at the beginning of the month and held for a full month; at the end of the month that issue is sold and rolled into a newly selected issue.
The MSCI ACWI captures large- and mid-cap representation across 23 Developed Markets and 26 Emerging Markets countries, covering approximately 85% of the global investable equity opportunity set.
The IQ Hedge Market Neutral Index (IQHGMN) seeks to replicate the risk-adjusted return characteristics of the collective hedge funds using a market neutral hedge fund investment style. Indices are not managed and do not incur fees or expenses.