PortfoliosInvestment Portfolios

We offer a range of portfolios suited for your individual needs and goals.

Cabana Portfolios are invested in primarily large, index-based, low-cost and highly liquid exchange traded funds (ETFs) with a strong history of consistent dividend payments. ETFs in the portfolio are comprised of a broad spectrum of domestic and international asset classes, whose underlying investments are deemed attractive in the current market cycle. Portfolios consist of equities, bonds and commodities. Asset class selections are determined by a proprietary algorithm that evaluates economic conditions and applies asset allocation strategies accordingly. The funds use conservative expectations to manage drawdown and remain fully invested at all times. This strategy maintains the flexibility to move into U.S. Treasuries or other cash equivalents in severe down markets.

Potential Investor Benefits:

  • Participation in market advances
  • Protection from declining markets
  • Reduced risk
  • Fully invested at all times
  • High level of diversification among asset classes – both international and domestic
  • Highly liquid
  • Low trading costs
  • Stability