S&P 100 Separately Managed Account Strategy
Overweights Positive-Trending U.S. Large Caps Underweights (Or Excludes) Stocks with Negative Trends
The S&P 100 Strategy applies the Blueprint Investment Partners systematic investing process to individual stocks. This repeatable trend-following process creates a portfolio that seeks to consistently allocate heavily to U.S. large caps exhibiting positive trend signals while minimizing exposure to companies with negative trends.
The goal is to provide financial advisors with a portfolio capable of providing repeatable alpha.
Snapshot
| Overview | Diversified portfolio of U.S. large-cap stocks within the S&P 100 Index that are exhibiting positive trends |
| Typical Holdings | 50-90 |
| Investing Process | Uses systematic investing to dynamically adjust the portfolio’s allocations on a monthly basis |
For informational purposes only. Not a recommendation of any particular security or strategy. This is a proposed target allocation and investment strategy. Final allocation of the portfolio may differ from the targets listed above.
Built with Intentionality For Financial Advisors
Our ESG SMA is built with intentionality, seeking to:
Be highly accessible for financial advisors to use in their practices
Use transparent, repeatable, and straightforward rules advisors can actually explain to clients in plain English
Generate returns while also seeking to preserve capital during prolonged market downtrends
Optimize for behavioral finance by removing human bias during emotionally charged market environments
Diversify broadly across market segments
Manage risk through trend following, moving away from individual securities in downtrends and into those showing strength
Protect against substantial downside losses
Dynamically adjust holdings on a monthly basis
Provide tax-friendly outcomes through ongoing tax-loss harvesting
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If you’d like to learn more about our risk-managed S&P 100 Strategy