The Gemini Portfolio seeks investment return, but keeps capital preservation at the forefront of the selection process. This is achieved by investing in fixed income securities and investment grade corporate bonds.
The investment vehicles range from ETFs to tactically managed mutual funds that have been comprehensively researched. We research the mutual fund’s money managers’ tenure, performance record, maximum drawdown and overall integrity of the firm they represent. Key factors for ETF selection are asset class exposure, index construction considerations, daily trading volume, and overall equity position. The primary goal of this strategy is total return while limiting down side risk.