CALTON  and ASSOCIATES , INC. Member FINRA, SIPC

Investment & Tax Strategies'

 
QUAD-RIGA    
      Managed Asset Program  
     
 
   
 
OUR STRATEGY

  

THE 80/80 PRINCIPLE
Our philosophy is a simple but powerful one. Investors take too much risk for too little return. Our studies show compelling evidence that investors would perform far better in the long run by adopting the 80/80 principle; be willing to only capture 80% of the bull markets, as long as you could avoid 80% of the bear markets.  > VIEW CHART

To achieve the 80/80 principle, we use a portfolio management approach called the QUAD-RIGA.  As the name implies, the QUAD-RIGA uses 4 techniques simultaneously. The techniques are specifically chosen to give us the opportunity to profit regardless of market direction. 

 

THE QUAD-RIGA
A QUAD-RIGA was a 4-horse Roman racing chariot. Mythology says that each horse was specifically chosen because it had certain strengths that would offset any weakness in one of the other horses. As a whole, the team would be invincible. We take the same approach to portfolio management - using 4 distinct strategies simultaneously. With this approach, the portfolio as a whole has no material weakness, and has the capability of profiting in any market condition. Of course, there is no guarantee the 80/80 priniopal will be realized.  >READ MORE