Welcome

As a registered user, you have gained access to the BCM Advisor Portal containing information about the BCM Strategies. For additional inquiries, please contact us at salessupport@investbcm.com or (844) 401-7699.

BCM Strategy Materials

BCM produces quarterly market updates, strategy commentary and periodic research. If you have any specific topics you would like us to research and report on, we would like to hear from you! Click here to submit a topic or provide feedback.

Market & Strategy Commentary

2Q21 Market Commentary and Strategy Update: Decathlon Tactics

2Q21 Market Commentary and Strategy Update: Sector Rotation

1Q21 Quarterly Update Call with the PMs: Decathlon Tactics

idth=

1Q21 Quarterly Update Call With the PMs - Sector Rotation

BCM Decathlon Tactics Strategies

The BCM Decathlon Tactics portfolios are global, tactical, asset allocation strategies. They invest using a defined pool of ETFs representing virtually all accessible asset classes. These are growth strategies that seek to reduce portfolio volatility and maximum drawdown, while allowing the investor to select their desired level of risk.

BCM Decathlon Moderate Fund (DECMX, DECIX)

The BCM Decathlon Moderate Fund offers the same philosophy and is based on the same research as the BCM Decathlon Moderate SMA strategies. It is a global tactical asset allocation (GTAA) strategy that uses a predictive, quantitative approach focused on providing low-correlated alpha within a target volatility range.

 What is GTAA? – provides a high-level overview of global, tactical asset allocation (GTAA) and how it’s used in the Decathlon system.

Advisors Preferred serves as investment adviser to the BCM Decathlon Moderate Fund, distributed by Ceros Financial Services, Inc. Member FINRA/SIPC. Beaumont Capital Management LLC (BCM) serves as subadviser to the Fund. BCM is not affiliated with the Fund’s adviser or distributor.

An investor should consider the investment objectives, risks, charges and expenses of the BCM Decathlon Moderate Fund carefully before investing; The Fund prospectus and summary prospectus contain this and other information about the Fund and should be read carefully prior to investing. To obtain a prospectus, please call 833-786-1121 or access online at investBCM.com/mutual-funds.

Investing in any mutual fund involves risk, including loss of principal. Risks specific to the BCM Decathlon Moderate Fund are detailed in the prospectus and include commodities risk, credit risk, ETF risk, fixed income/bond risk, foreign currency risk, market risk, foreign investment risk, junk bond risk, management risk, no history of operations risk, quantitative investing risk, real estate risk, small and medium capitalization stock risk, swap risk, and turnover risk. For details regarding each risk, please see the Fund’s prospectus.

For additional important disclosures, please visit investBCM.com/disclosures.

BCM Paradigm Strategies

The BCM Paradigm strategies use factor investing with a rules-based approach to portfolio construction in an attempt to create alpha (attractive risk-adjusted returns).

BCM Sector Rotation Strategies

Each of BCM’s Sector series includes 4 portfolios: U.S. Sector Rotation, Diversified Equity, Growth and Moderate Growth. Each portfolio uses BCM’s sector rotation process as its core equity allocation, but does so by investing in a different family of Sector ETFs. Each ETF family offers unique benefits to the investor.

BCM also offers additional Sector Rotation portfolios including Global, International and Small Cap sector rotation strategies, as well as a complimentary Income portfolio.

The BCM Sector Rotation Flagship Series featuring SSgA SPDR® Sector ETFs strategies invests primarily in the SSgA Select Sector SPDR® ETFs and typically re-balance on a weekly basis. Fact sheets are listed below. Fact sheets are listed below. Fact sheets are listed below. Fact sheets are listed

BCM U.S. Sector Rotation  |  BCM Diversified Equity  |  BCM Growth  |  BCM Moderate Growth

The BCM Sector Rotation Monthly Series featuring Fidelity Sector ETFs invest primarily in the Fidelity® sector ETFs and typically re-balance on a monthly basis. The Fidelity Sector ETFs have the lowest embedded expense ratio and trade commission waived* at Fidelity and National Financial Services (NFS). Fact sheets are listed below.

BCM U.S. Sector Rotation (Monthly)  |  BCM Diversified Equity (Monthly)  |  BCM Growth (Monthly)  |  BCM Moderate Growth (Monthly)

*This does not apply to Asset Based Pricing programs; not all broker dealers may participate. Fidelity and iShares may change their policies at any time.

The BCM Advantage Series featuring Fidelity Sector ETFs invests primarily in the Fidelity sector ETFs and typically re-balance on a weekly basis. The Fidelity Sector ETFs have the lowest embedded expense ratio and trade commission waived* at Fidelity and National Financial Services (NFS). Fact sheets are listed below. The BCM U.S. Smart Beta Sector Rotation strategy seeks to provide additional return by using smart beta (factor or multi-factor) ETFs. The BCM investment team selects smart beta ETFs that our research shows working well with our rules-based system. The goals are to extract additional returns (over traditional, market weight sector ETFs) during bull markets and to let our system protect from large losses during bear markets. The Fact Sheet is listed below.

BCM Advantage U.S. Sector Rotation  |  BCM Advantage Diversified Equity  |  BCM Advantage Growth  |  BCM Advantage Moderate Growth  |  BCM U.S. Smart Beta Sector Rotation

*This does not apply to Asset Based Pricing programs; not all broker dealers may participate. Fidelity and iShares may change their policies at any time.

Want more insights from our PM team?

 

Follow BCM on social media or subscribe to our monthly newsletter for quick, regular market and economic insights straight from our portfolio managers. We offer video recaps of our Investment Committee meetings, market commentary, white papers, and financial chart analysis—delivered straight to your feeds. 

Twitter

LinkedIn

Blog

Newsletter

-->