Vireo™ Investment Strategies

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Vireo Tactical

Vireo Dynamic

GMAP Portfolio

RWAP Portfolio

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Vireo Investment Strategies

Vireo is a portfolio of investment strategies with a single-minded focus: limit losses during extended market downturns. This strategy, known as defensive allocation, has the potential to deliver improved returns in up markets by constantly working from a position of strength (i.e., our portfolios attempt to avoid losses before making new gains). Each of the Vireo portfolios has displayed attractive risk-adjusted returns through a combination of diversification and defensive re-allocation.

The objective of the strategy is to outperform traditional strategies in both normal markets and down markets, while reducing overall volatility.

Read more about the Vireo process.

Vireo Portfolio Features

Diversification across a broad selection of exchange traded funds (ETFs)
Re-allocation among sectors based on a quantitative model
Can take up to an 100% defensive position to avoid losses by completely exiting the equity market
Evaluation of true sector trends by eliminating market noise
Participation in up markets
Focused on downside risk management, especially in weak markets

Potential investors should consult with their financial advisor before investing in any Navellier Investment Product. Performance results presented herein do not necessarily indicate future performance; investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Results presented include reinvestment of dividends and other earnings. None of the stock information, data and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities.