The month of May was another good one for the North Point Financial Advisors Low Risk, Low Volatility Growth Portfolio.
All three posted gains for the month, however our proprietary portfolio significantly outperformed our benchmarks year-to-date with gains of 5.6% compared to a 4.6% loss for the S&P 500 and a .55% loss for the Barclay Hedge Index.
Since inception of the Low Risk, Low Volatility Strategy in the summer of 2007, we have endured a collapse in the US Dollar, a meltdown in the housing a credit markets and skyrocketing energy prices outperform the S&P 500 by a remarkable 1878 basis points (18.78 percentage points). Throughout this period of volatility and uncertainty, our largest monthly accout drawdown was only one percent.
The goal of North Point Financial Advisors Low Risk/Low Volatility Growth Portfolio is to produce steady growth in client accounts with strictly limited/reduced downside risk and significantly reduced volatility regardless of market conditions or direction.
For the latest performance statistics click here.
Comments