The value of active management in an up market
The second quarter of 2014 was strong for the Select Sector Plus portfolio. The strategy benefitted from the volatility position added in April as well as full exposure to equities for the entire quarter.
Total return for the quarter was +25.79% compared to the S&P 500 Total Return Index returning +5.23%. A breakdown of the strategy's performance and risk analysis are shown on the table below. The second quarter of 2014 is a good example of how our actively managed strategy can provide significant outperformance in up-markets, which we believe is a great value. We always aim to deliver risk adjusted returns across multiple market cycles.
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts