The power of advanced math, financial data and innovative technology to deliver dynamic bucketing portfolios
Wealth CAP dynamic bucketing portfolios are powered by an innovative, bucketing model, which includes but is not limited to: valuation, balance sheet strength, improving financials, price momentum, sentiment, and a broad range of technical factors.
Wealth CAP dynamic bucketing portfolios are grounded in the belief that more relevant information is preferred to less. The value-add of the Wealth CAP portfolios comes from the stability of using a quality, time-tested 100+ factor model, which covers the investment disciplines of fundamentals, technicals, sentiment, and momentum.
Innovative Dynamic Bucketing Invesment Model
Wealth CAP innovative bucketing portfolios is a new take on introducing true diversification to investor portfolios.
Imagine diversifying your assets into a bucketing system where each bucket internally protected from each other while also being diversiﬁed by asset classes:
Bucket 1: Market Investments
Bucket 2: Alternative Investments
Bucket 3: Safe Investments
Bucket 4: 401h* (Only 401k Plan)
This is what Wealth CAP methodology introduces to investors.