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Equities
Cash
Determines total market exposure and is a function of collective firm outlook.
Relative Strength
Leverages upside market momentum utilizing total US market plus the top three performing sectors over the last 12 months.
Thematic
Designed to capture opportunistic market moves within specific sectors.
Example Equity Model Allocation
- Cash
- Relative Strength
- Tactical
- Thematic
Bonds
A typical bond portfolio could include these fixed income securities.
Private Placements
Privately sold fixed income security that can be purchased by accredited investors with typically higher yields and unique payment structures.
Unrated Municipal Bonds
Tax-free bonds of smaller issuers such as charter schools, senior living and project financed bonds are a specialty of one of Berkeley’s trading partners. These bonds typically have no credit rating and offer yields significantly above market levels
Baby Bonds
A fixed income security that is issued in small-dollar denominations (normally $25) and traded on a stock exchange. These bonds can be senior unsecured debt, perpetual securities or Closed-End Fund Leverage which offers significant collateral backing
Traditional Fixed Income Securities
Publicly -traded bonds such as municipal bonds, investment grade or high-yield corporate bonds, US Government & Agency bonds and Non-Dollar Dominated Fixed Income Securities.
