Balanced Portfolio Management

Our balanced portfolio management begins with tactical asset allocation. Our allocation decision between equities, bonds and cash are designed to provide higher consistency of returns with capital protection.

Using an analysis of historic returns, the tactical asset allocation process starts by comparing the yields on stocks and bonds with short-term rates. We also review internal market dynamics and price movements. Stuyvesant’s Earnings/Dividend Discount Model is used to determine whether and equity has deviated significantly from its intrinsic value. These risk control measures should help minimize volatility of returns over the course of a typical market cycle.