The Week in Review: Performance updates from Cabana’s CEO – April 17, 2018  

Market insight and a highlight of Cabana’s year-to-date performance:

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance is as of market close on April 16, 2018 and is presented net of maximum advisory fees and commissions.

I am happy to report that all of Cabana’s portfolios were up over the past week, between +0.94% (Alpha Income) and +1.94% (Accumulator). In general, high beta outperformed low beta. This is usually a good sign. In addition, we have now seen equity markets test support at their 200-day moving average three times since early February. Each time support held. Today we saw technology shares and “FANG” stocks breakout after months of underperformance. As stated above, it bodes well for equity markets when we see higher risk stocks lead. We also saw the Dow and S&P 500 close above their respective 50-day moving averages this afternoon. The transportation index cleared its 50-day moving average yesterday. These observations are only “technical” evidence of improving conditions, but price doesn't lie. Things are stabilizing in both the equity and bond markets. We are just beginning to receive the flood of earnings reports that will be pushed out over the next two weeks, but markets are clearly expecting to see strong results. Let's never forget that earnings trump everything, even Trump himself. So far, so good. We remain cautiously bullish and are preparing to re-allocate if markets continue to move higher.

On another note, I’d like to announce that Cabana's Portfolio's are now available within the Riskalyze Advisor software. This new integration allows advisors to compare our tactical portfolios with a clients’ existing investments. Riskalyze is an award winning, third-party independent risk alignment platform. The platform allows clients and advisors to work hand in hand to mathematically capture risk tolerance and quantify suitability. A client’s Riskalyze score, paired with the platform’s third-party analysis of Cabana’s portfolios (or any portfolio), can provide further confidence that they are invested in the portfolio most suited to their risk tolerance. For Cabana, it is another step in our continued quest to make investing as transparent as possible. More information can be found here on our blog.

In the next week we will be providing a brochure along with our new fact sheets to advisors and clients alike that will outline the risk score of each of our portfolios as well the scores for our benchmarks, including the S&P 500, the Vanguard Balanced Index and the PIMCO Total Return Bond Fund. We will also include instructions for new Riskalyze users explaining how to access, compare and stress test the portfolios. For those of you familiar with Riskalyze, I am including the Riskalyze symbol for each portfolio below. Along with our Suitability and GIPS brochures, this information goes a long way in explaining to our advisor and retail clients what it is that we do and why we do it.

Conservative:  #CABANAC Conservative Core Tactical

Moderate:  #CABANAM Moderate Core Tactical

Balanced:  #CABANAB Balanced Core Tactical

Growth:  #CABANAG Growth Core Tactical

Aggressive:  #CABANAA Aggressive Core Tactical

Alpha Income:  #CABANAAI Alpha Income Core Tactical

Year-to-date net-of-fees performance:



BALANCED: -0.10%

GROWTH: +0.04%




Performance is presented net of the maximum advisory fees and commissions (2%). Numbers indicated with (+) for positive return and (-) for negative return.

-G. Chadd Mason, CEO


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