SMART Portfolios - February Performance Recap

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SMART Growth Portfolios
 
    MTD YTD 1YR 3YR 5YR
All Tactical
    -7.30% -11.54% -11.54% 4.23% 3.75%
American Funds Core
    -7.11% -7.63% -7.63% 7.13% 5.71%
iShares ETF Core
    -5.31% -7.37% -7.37% 5.67% 4.58%
Oppenheimer Funds Core
    -7.04% -10.86% -10.86% 5.21% 4.00%
S&P Target Risk Index - Aggressive
    -3.78% -5.69% -5.69% 5.29% 4.21%
             
SMART Balanced Portfolios
 
    MTD YTD 1YR 3YR 5YR
All Tactical
    -4.92% -5.83% -5.83% 4.87% 3.72%
American Funds Core
    -4.04% -4.38% -4.38% 5.93% 4.86%
iShares ETF Core
    -3.34% -4.13% -4.13% 5.12% 3.95%
Oppenheimer Funds Core
    -4.49% -5.57% -5.57% 5.04% 4.00%
S&P Target Risk Index - Growth
    -2.03% -3.72% -3.72% 4.41% 3.31%
             
SMART Income Portfolios
 
    MTD YTD 1YR 3YR 5YR
All Tactical
    -1.88% -0.50% -0.50% 5.10% 3.25%
American Funds Core
    -3.06% -2.51% -2.51% 5.56% 4.13%
iShares ETF Core
    -1.96% -2.35% -2.35% 4.44% 3.32%
Oppenheimer Funds Core
    -2.04% -2.46% -2.46% 4.37% 3.30%
S&P Target Risk Index - Conservative
    -1.15% -2.73% -2.73% 3.95% 2.93%
                         

Past performance is no guarantee of future results.

©2019 Information and recommendations contained in Smart Portfolio market commentaries and writings are of a general nature and are provided solely for the use of Cavalier Investments' Smart Portfolio, its clients and prospective clients. This content is not to be reproduced, copied or made available to others without the expressed written consent of Cavalier Investments' Smart Portfolio. These materials reflect the opinion of Cavalier Investments' Smart Portfolio on the date of production and are subject to change at any time without notice. Due to various factors, including changing market conditions or tax laws, the content may no longer be reflective of current opinions or positions.

Past performance does not guarantee future results. Where data is presented that is prepared by third parties, such information will be cited, and these sources have been deemed to be reliable. However, Cavalier Investments' Smart Portfolio does not warrant the accuracy of this information. The information provided herein is for information purposes only and does not constitute financial, investment, tax or legal advice. Investment advice can be provided only after the delivery of Cavalier Investments brochure and brochure supplement (Form ADV Part 2A & B) and once a properly executed investment advisory agreement has been entered into by the client and Cavalier Investments. All investments are subject to risks. Investments in bonds and bond funds are subject to interest rate, credit and inflation risk.  For more information about Smart portfolio, contact us today.

Cavalier Investments, LLC is a Registered Investment Advisor.  Cavalier's research creates portfolio models that combine strategic, opportunistic and tactical holdings designed to provide performance that meets or exceeds relevant benchmarks.  Portfolios are structured based on risk of loss assessments and categorized as Growth, Balanced or Income.  Portfolio allocation models are provided without any additional fees other than management and other fees that are contained within each mutual fund or exchange traded fund included in the portfolio allocation model. 

An investment in a Smart Portfolio is subject to investment risks, including the possible loss of some or the entire principal amount invested.  There are no assurances that the portfolio will be successful in meeting its investment objective. Each underlying holding has its own investment risks.  Before purchasing any portfolio holding, the investor should review the Fund’s prospectus carefully.

Performance data assumes that holdings are maintained throughout the year and do not recognize potential costs of trading, platform fees, commissions or advisory wrap fees.  Portfolio performance and costs assumes utilization of the institutional or “no load” share class.  Dividends and capital gains are assumed to be reinvested. Users that make the decision to utilize the portfolios for investment accounts do so at their own discretion.  Data is compiled using Morningstar Direct Software; performance and cost data is assumed to be reliable.  

None of the mutual fund or ETF advisers, distributors, or their respective affiliates makes any representations regarding the advisability of investing in the Smart Portfolio Models.Past performance is no guarantee of future results.

©2019 Information and recommendations contained in Smart Portfolio market commentaries and writings are of a general nature and are provided solely for the use of Cavalier Investments' Smart Portfolio, its clients and prospective clients. This content is not to be reproduced, copied or made available to others without the expressed written consent of Cavalier Investments' Smart Portfolio. These materials reflect the opinion of Cavalier Investments' Smart Portfolio on the date of production and are subject to change at any time without notice. Due to various factors, including changing market conditions or tax laws, the content may no longer be reflective of current opinions or positions.

Past performance does not guarantee future results. Where data is presented that is prepared by third parties, such information will be cited, and these sources have been deemed to be reliable. However, Cavalier Investments' Smart Portfolio does not warrant the accuracy of this information. The information provided herein is for information purposes only and does not constitute financial, investment, tax or legal advice. Investment advice can be provided only after the delivery of Cavalier Investments brochure and brochure supplement (Form ADV Part 2A & B) and once a properly executed investment advisory agreement has been entered into by the client and Cavalier Investments. All investments are subject to risks. Investments in bonds and bond funds are subject to interest rate, credit and inflation risk.  For more information about Smart portfolio, contact us today.

Cavalier Investments, LLC is a Registered Investment Advisor.  Cavalier's research creates portfolio models that combine strategic, opportunistic and tactical holdings designed to provide performance that meets or exceeds relevant benchmarks.  Portfolios are structured based on risk of loss assessments and categorized as Growth, Balanced or Income.  Portfolio allocation models are provided without any additional fees other than management and other fees that are contained within each mutual fund or exchange traded fund included in the portfolio allocation model. 

An investment in a Smart Portfolio is subject to investment risks, including the possible loss of some or the entire principal amount invested.  There are no assurances that the portfolio will be successful in meeting its investment objective. Each underlying holding has its own investment risks.  Before purchasing any portfolio holding, the investor should review the Fund’s prospectus carefully.

Performance data assumes that holdings are maintained throughout the year and do not recognize potential costs of trading, platform fees, commissions or advisory wrap fees.  Portfolio performance and costs assumes utilization of the institutional or “no load” share class.  Dividends and capital gains are assumed to be reinvested. Users that make the decision to utilize the portfolios for investment accounts do so at their own discretion.  Data is compiled using Morningstar Direct Software; performance and cost data is assumed to be reliable.  

None of the mutual fund or ETF advisers, distributors, or their respective affiliates makes any representations regarding the advisability of investing in the Smart Portfolio Models.