Looking to Earn More? Check out our Index Returns

Index returns are a helpful way to see how we seek to minimize risk. By losing less in down markets, the probability of earning more is increased over a full economic cycle.

 

Please note: Index performance is provided by a third-party, S&P Dow Jones. Clients of Altruistic Investing cannot directly invest into an index. Index performance does not represent an actual investment or a portfolio’s performance, which may differ significantly from the index. No representation is made that any investor will or is likely to achieve results comparable to those shown or will make any profit at all or will be able to avoid incurring substantial losses. Index performance does not reflect any deduction of management fees, transaction costs, commissions or other expenses that could be incurred by an investment or portfolio. Such fees and expenses could reduce returns.

Altruistic Global Growth Index

The Altruistic Global Growth Index is designed to provide long-term capital appreciation through an investment primarily in U.S. equities, International equities, and Treasuries. The Index is quantitatively designed using a risk-budgeting methodology. In general, roughly 95% of total risk is allocated equally across five equity factors, size, value, quality, momentum and volatility. Country exposure is typically allocated to 25% emerging markets, 25% developed International with 45% U.S. domestic. The remaining 5% of total risk is allocated to long duration Treasuries. The dollar weights are re-balanced monthly to match the desired risk budget. If correlations rise or overall volatility exceeds certain thresholds, the Index can incorporate a short position to large-cap U.S. equities and cash to help ensure diversification and limit overall volatility. The result is an Index that can potentially provide attractive risk-adjusted returns over multiple market cycles. There is no guarantee the Index will achieve its objective.

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Title 2000 $ 0.00 $ 10,000.00 $ 20,000.00 $ 30,000.00 $ 40,000.00 $ 50,000.00 $ 60,000.00 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Year Altruistic S & P 500

Altruistic U.S. Growth Index

Title 2000 $ 0.00 $ 10,000.00 $ 20,000.00 $ 30,000.00 $ 40,000.00 $ 50,000.00 $ 60,000.00 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Years Altruistic S & P 500

The Altruistic U.S. Growth Index is designed to provide long-term capital appreciation through an investment primarily in U.S. equities and Treasuries. The index is quantitatively designed using a risk-budgeting methodology. In general, roughly 95% of total risk is allocated equally across five equity factors—size, value, quality, momentum and volatility. The remaining 5% of total risk is allocated to long-duration Treasuries. The dollar weights are rebalanced monthly to match the desired risk budget. If correlations rise or overall volatility exceeds certain thresholds, the Index can incorporate a short position to large-cap U.S. equities and cash to help ensure diversification and limit overall volatility. The result is an index that can potentially provide attractive risk-adjusted returns over multiple market cycles. There is no guarantee the Index will achieve its objective.

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Altruistic Balanced Income Index

The Altruistic Balanced Income Index is designed to provide long-term capital appreciation and income. The Index is quantitatively designed using a risk-budgeting methodology. In general, roughly 95% of total risk is allocated equally across U.S. and International dividend equities, U.S. REITs and high-yield bonds. The remaining 5% of total risk is allocated to long-duration Treasuries. The dollar weights are rebalanced monthly to match the desired risk budget. If correlations rise or overall volatility exceeds certain thresholds, the Index can incorporate a short position to large-cap U.S. equities and cash to help ensure diversification and limit overall volatility. The result is an Index that can potentially provide attractive risk-adjusted returns over multiple market cycles. There is no guarantee the index will achieve its objective.

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Title $ 0.00 $ 10,000.00 $ 20,000.00 $ 30,000.00 $ 40,000.00 $ 50,000.00 $ 60,000.00 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Years Altruistic S & P 500

Altruistic Income Index

Title $ 18,000.00 $ 16,000.00 $ 14,000.00 $ 12,000.00 $ 10,000.00 $ 8,000.00 $ 6,000.00 $ 4,000.00 $ 2,000.00 $ 0.00 2010 2011 2012 2013 2014 2015 2016 2017 2018 Years Altruistic Aggregate Bond Index

The Altruistic Income Index is designed to provide long-term capital appreciation and income. The Index is quantitatively designed using a risk-budgeting methodology. In general, total risk is allocated equally across U.S. agency/mortgage-backed bonds, investment grade credit, preferred stock, U.S. REITs and U.S. dividend paying equities. The dollar weights are rebalanced monthly to match the desired risk budget. If correlations rise or overall volatility exceeds certain thresholds, the Index can incorporate a short position to U.S. Treasuries and cash to help ensure diversification and limit
overall volatility. The result is an Index that can potentially provide attractive risk adjusted returns over multiple market cycles. There is no guarantee the Index will achieve its objective.

View the full index returns