The Green Pastures All Weather Models consist of strategically managed no-load mutual funds at Vanguard. Each model differs with respect to its asset allocation, upside performance potential and corresponding downside potential for risk.
Target Asset Allocation
While we believe dynamically managed investment strategies such as Green Pastures Defensive Growth Models have their merits and a place in your investment portfolio, we also believe you should explore complementary strategically managed investment strategies for your investment portfolio, such as Green Pastures All Weather Models.
These two different approaches to investing help give you what you want - reasonable risks and returns along with peace of mind.
The goal of the All Weather Models is not to beat the market or any benchmarks. We are not selling performance or promising miracles - the goal is to help you achieve your long-term goals based investment plan.
Introduction
All Weather Models
Summary
Why Invest In The Green Pastures All Weather Models
Click on the Chart 15.1 -15.4 links below to review detail performance results and risk/return statistics (Net of Fees) for the Green Pastures All Weather Models.
> No-Load Mutual Funds (Vanguard)
> Minimum Investment: $25,000
> Liquidity: Daily
> Transparency: Daily
> Management Fee: 0.50%
> Commissions: None
> Hidden Sales Charges: None
> Liquidation Penalties: None
Terms
Chart 14 below highlights summary performance results and risk/return statistics (Net of Fees) for the Green Pastures All Weather Models through March 31, 2023.
Performance And Risk/Return Statistics
Each All Weather Model seeks to:
(1) provide capital appreciation and current income consistent with its asset allocation,
(2) make money over complete bull and bear market cycles,
(3) minimize downside volatility and drawdowns (losses) relative to major U.S. equity market indices during bear markets, and
(4) complement dynamically managed investment portfolios.
Click on the Chart 16 link below to review the Hypothetical Report Disclosure Statement that should be read in conjunction with the exhibits above.
Our approach to managing client investments within the All Weather Models emphasizes three themes:
(1) strategic management,
(2) investment diversification, and
(3) a long-term investment horizon.
(1) Strategic management: The All Weather Models utilize a strategically managed blend of Dividend, Defensive and Fixed Income no-load mutual funds designed to provide you with the optimal balance between expected risk and expected return.
We utilize a "buy-and-rebalance" approach - whereas each model is periodically re-balanced to take advantage of "reversion to the mean", based upon the rationale that all markets revert to the mean at one time or another - which enables you to benefit from volatility and contrarianism over a long-term investment horizon.
(2) Investment diversification: We have found that the choice of asset classes has a far greater impact on your strategically managed investment portfolio's long-term investment results than any other investment decision you will make.
Different asset classes offer returns that are not perfectly correlated; hence diversification reduces the overall risk in terms of the variability of returns for a given level of expected return. If you invest in one of our All Weather Models, your investments will not be overly dependent on any particular asset class.
(3) A long-term investment horizon: Like most worthwhile investment strategies, the value of broad diversification is manifested over the long-term - and the strategically managed models seek to generate consistent long-term performance results.
Investment Objective
Green Pastures All Weather Models can be put to use as stand-alone investment portfolios.
They can also be used to complement Green Pastures Defensive Growth Models, Buffered Investments, or your investment portfolio held elsewhere, so you can be in a position to benefit from whichever strategy is performing well at the moment.
The combination of reasonable risks and returns, with real peace of mind, is the ultimate investment portfolio, giving you the time and freedom to focus on life.
To learn more, email lee@greenpastureswm.com.
Investment Strategy
Goals Based Investing | Retirement Income | Annuities
G R E E N P A S T U R E S W E A L T H M A N A G E M E N T
Diversifying a portion of your investment portfolio into the strategically managed All Weather Models can help guide your overall investment portfolio during periods when your dynamically managed investment strategies wander off course.
Smoothing out the volatility and draw downs (losses) creates more stable returns - more stable returns typically translates into lowering your stress level - and a lower stress level typically translates into producing better long-term investment results for you - because it makes it easier for you to stick with a plan, through good times and bad, and enjoy long-term success.
Artist: Amanda C. Herbert | www.essentiaequi.com
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Green Pastures Wealth Management LLC | P.O. Box 110475 | Trumbull, CT 06611 | 203.449.9889 | lee@greenpastureswm.com
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This communication is issued by Green Pastures Wealth Management LLC ("GPWM"). The material contained on this website is for informational purposes only and GPWM is not soliciting any action based upon such material. It is not guaranteed as to accuracy, nor is it a complete statement of the financial products or markets referred to. Opinions expressed are subject to change without notice. GPWM may maintain long or short positions in some of the financial instruments referred to. Unless stated specifically otherwise, this is not a recommendation, offer, or solicitation to buy or sell a security and any prices or quotations contained herein are indicative only. Material accessible through this website is not to be construed as investment advice, nor does it constitute a representation that the investments described herein are suitable or appropriate for any person. To the extent permitted by law, GPWM shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Information, data and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. GPWM gives no warranty, expressed or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document. Past performance is no guarantee of future results. GPWM offers no accounting, tax, or legal advice. GPWM is a Connecticut Registered Investment Advisor which may only transact business where it is properly registered, or qualifies for an exemption or exclusion from registration requirements. GPWM accepts clients nationally per applicable state registration regulations and the "de minimis" exception.