This investment process is intended to outperform S&P500 index while minimizes price volatility. It utilizes a core-satellite approach in creating a portfolio that reduces the downside risk without surrendering the upsides.  A typical portfolio consist of a large ETF (core) position and a few other smaller positions (satellites) in equities and/or fixed incomes.  The portfolio is rebalanced frequently and the typical holding period of a position ranges between 1 to 20 trading days.  If you are interested in finding out more, please contact us to arrange an evaluation of the model portfolio .