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Strategies

Trinary Capital: Investment Strategy

Trinary’s proprietary Roboadvisory tool considers a broad range of equity and fixed income investment strategies to align with and best fit a client’s unique investment goals. These investment strategies are based upon the answers to the online client questionnaire, which are analyzed according to our proprietary algorithm to assess a client’s risk appetite and suitability for certain investments, as well as assess each client’s individual goals.

The following is a brief description of some of the primary investment strategies that the Roboadvisory tool may utilize in its algorithm pursuant to a client’s stated investment goals, including but not limited to the investment objectives that align with each strategy and the material risks associated with an investment in that strategy. There is no assurance that a particular investment strategy or strategies utilized by the Roboadvisory tool will meet its investment objectives. Additionally, the investment strategies and techniques that the Roboadvisory tool may use for a particular client will vary over time depending on various factors, including, most importantly, the client’s investment goals at a particular point in time and changing circumstances and time horizons.

Available Portfolios

Preservation -

"Ironsides" is a diversified portfolio where the equity exposure is minimal compared to the fixed income exposure. The portfolio strives to preserve capital with attention to the effects of inflation to distinguish it from pure cash. The Portfolio is a strategy that seeks stability in volatile markets while pursuing moderate long-term capital appreciation and preservation of principal. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur far less volatility in normal market conditions than the index and is rebalanced annually. The intention of this portfolio is to have minimum exposure to Beta (market exposure) compared with other risk profiles. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time. Investors with significant capital who desire a long-term portfolio to maintain value and minimize downside risk may consider this portfolio. Investors with a very low risk tolerance may use this portfolio.

Conservative -

"Dreadnaught" is a diversified portfolio where the equity exposure is higher than that compared to the Preservation Portfolio. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur much less volatility in normal market conditions than the index and is rebalanced annually The intention of this portfolio is to have somewhat minimal exposure to Beta (market exposure) consistent with its risk profile. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income Investors with significant capital who desire a long-term portfolio to maintain value and minimize downside risk may consider this portfolio. Investors with a low risk tolerance may use this portfolio.

Balanced -

"Cruiser" is a diversified portfolio where the equity exposure is higher than that compared to the Moderate Portfolio. The portfolio strives for capital appreciation with the respective risk tolerance in mind. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income.

Moderate -

"Caravel" is a diversified portfolio where the equity exposure is higher than that compared to the Preservation Portfolio. . The intention of this portfolio is to have exposure to Beta (market exposure) consistent with its risk profile. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income.

Growth -

"Galleon" is a diversified portfolio where the equity exposure is higher than that compared to the Balanced Portfolio. The Portfolio is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with low volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The intention of this portfolio is to have exposure to Beta (market exposure) consistent with its risk profile. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income. The portfolio is designed for those with high risk profiles.

Aggressive -

"Flagship" is a diversified portfolio where the equity exposure is higher than that compared to the Growth Portfolio. Trinary Flagship is a strategy that seeks stability in volatile markets while pursuing long-term capital appreciation. The fund is composed of large-cap and mega-cap stocks and ETFs that are optimized to reduce systematic risk. This strategy invests in the largest companies of high quality within the eight largest sectors of the S&P 500. The stock choices consist of healthy companies with robust earnings, stable balance sheets, and efficient capital that together comprise an acceptable level of risk/reward with volatility and high dividends. This strategy has a beta target to incur less volatility in normal market conditions than the index and is rebalanced annually. The risks of this portfolio includes the risk that its returns will trail those of the market over a given period of time yet is engineered to provide protection against downside risk and loss in value in falling markets through dividends and fixed income.

Summaries of investment objectives, principal investment strategies and material risks are necessarily limited and are presented for general information purposes. Consequently, these summaries are in all instances qualified and superseded by the descriptions of objectives, strategies and risks, portfolio reports, and other communications that are provided to each client in connection with the creation and maintenance of the client’s own account with Trinary.

Investing in securities involves the risk of loss of money, and clients investing their money with Trinary should be prepared to bear that loss. The Roboadvisor through which Trinary provides portfolio management services is not a deposit in any bank, nor are they insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.

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Past performance is not indicative of future results. Remember, there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investment strategies discussed in this article) will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Remember to always speak with your individual advisor before making any investment decisions.