S&P 500 vs. Adaptive Strategy 20 years

16 years after the 2000 stock market high and the market was only up 38% at its high. That works out to a two percent compounded annual growth rate (CAGR). Now after the last seven-year run, we believe it will be at least 15-18 years till the market doubles again. At this point, buy and hold is not the answer. By way of comparison, the BrightView Adaptive Strategy has grown consistently even during bear markets and has done far better than the S&P 500. And we believe the strategy offers far better potential--bull or bear market.

Publication Date: 
Monday, March 21, 2016
PDF File: