The following is a presentation of current asset allocation and performance for Alhambra Investment Partners Tactical Strategies as of 3/31/2012. The performance presentation represents the gross of fees, time-weighted return versus each portfolio’s designated benchmark.  The performance represents the underlying modeled strategy of client accounts at Folio Institutional.

 

 

Global Opportunities


 

 

 

 

 

 

 

 

 

 

 

 

 

 

World Allocation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Select Countries

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

World Bond

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax Free

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

US Trend Follower

 

 

 

 

 

 

 

 

 

 

 

 

 

 

International Trend Follower

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer:

The performance quoted represents past performance and is not a guarantee or a reliable indicator of future results. All investments contain risk and may lose value. There is no guarantee that these investment strategies will work under all market conditions and each investor should evaluate their ability to invest for a long-term especially during periods of downturn in the market.

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.

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For information on Alhambra Investment Partners’ money management services and global portfolio approach to capital preservation, Douglas R. Terry, CFA is reachable at dterry@4kb.d43.myftpupload.com