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Modern Asset Allocation: Riskier Than You Think
How one defines “conservative” is an important question. Conservative investing has different meanings to different constituencies, and perhaps has even been over simplified due to the pigeon-holing effect of investor risk categories. For many investors, being conservative means they can’t afford to take risks that would potentially reduce or eat into principal; however, standard asset allocation models are static and typically heavily weight bonds for conservative investors. While this methodology… Read More
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Need Retirement Income +
You've spent years saving for retirement, you need the income but are concerned with the possibility of losing to much through the crazy market swings. Introducing PCM's Retirement Plus Program, where you can select risk manged strategies that give you peace of mind and the income.... Read More
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Market Pulse: April 1 +
As of the Thursday, March 28 there was a rotation into two main sectors within the DOW: healthcare and energy. Strength is in Johnson & Johnson (JNJ), Pfizer (PFE) and United Health Group (UNH) in addition to Energy, namely Chevron (CVX) and Exon Mobile (XOM).… Read More
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Quant Coalescence
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Bulls Continue to be Validated +
Mid May, 2013 PCM Quant Coalescence As Federal Reserve watchers hint at the tapering of quantitative easing starting as early as this summer, U. S. treasuries have sold off enough in the first half of May to wipe out any gains seen since the beginning of the year. Conversely, others believe an increase in QE is on the horizon, as inflation data on Thursday showed pricing pressures had fallen to their lowest level in two… Read More -
May 2013 PCM Quant Coalescence_ +
PCM Quant Coalescence, May 2013 Over the last few weeks, PCM’s Global Tactical Index has participated nicely in the broader market uptrend; being long U. S. defensive equities including healthcare, utilities and consumer staples. The early May reallocation resulted in an exit from healthcare, an increase in exposure to utilities and high dividend payers, and a movement into consumer discretionary and pharmaceuticals. (see U. S. Industries Total Return) In addition, our global indexes moved out… Read More
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PCM Strategies Now Available on iShares Connect
CARMEL, Ind. (March 15, 2013)—Provident Capital Management Inc. (PCM) is now listed in “iShares Connect: The Guide to ETF Investment Strategists” and trades several iShares exchange-traded funds as part of its absolute-return ETF strategies. iShares is the largest and one of the fastest-growing fund families in the U.S. with over 440 funds and more than $480 billion of assets under management.
“We fill a niche that not a lot of other financial advisors address with our absolute-return investment strategy, and this new partnership with iShares is helping us educate and expose our investment strategy to more advisors around the country—we look at it as providing Wall Street hedge funds for Main Street America,” said Todd Wood, CFO of PCM. “As an established registered investment advisor, this is also allowing us to expand more into the institutional space as well.”
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Provident Capital's Absolute Indexes are now available on www.morningstar.com for registered Morningstar Direct and Morningstar Office users.
Provident Capital's composite performance and investment indexes are available on Informa.
Popular
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Absolute Global Macro Index +
The objective of PCM’s Global Macro Index is total return through broad asset classes including global equities, fixed income, key currencies, precious metals, and commodities. PCM’s Risk Management Overlay, by using inverse ETFs, may allow the capture of positive returns… Read More -
Absolute Equity Income Index +
The objective of PCM’s Equity Income Index is total return through income and growth. The Index will achieve its objective through ETFs that offer broad exposure to dividend-yielding domestic and international stocks, preferred stocks, and publicly-traded real estate investment trusts… Read More -
Global Tactical Index +
The objective of PCM's Global Tactical Index is consistent positive total return. The Index will achieve its objective through targeted exposure to international and country-specific equities, fixed income, key currencies, U.S. sectors and commodities. PCM’s Risk Management Overlay, by using… Read More -
Absolute Return: Stable Growth Plus+ +
The objective of PCM’s Stable Growth Plus Portfolio Index is growth plus income. The Index will achieve its objective via a quantitatively selected allocation to PCM's Global Macro, Global Tactical, Global Macro 3M and Absolute Equity Income strategies within a… Read More -
Absolute Currency Index +
The objective of PCM’s Absolute Currency Index is total return. The Index will achieve its objective by investing long directional currencies including the U.S. Dollar, Canadian Dollar, the Euro, and the Yen. PCM’s risk management overlay does not include inverse… Read More
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