RAA Monthly May 2016

Roswell Asset Advisors, LLC
RAA Monthly
May 2016 

The experts are calling for some pretty lackluster results for traditional investment allocations.  We believe that it is time to be a bit more creative in order to find opportunities for growth.  In addition, investment income has become hard to come by using old school methods.  So what do we do?  We believe that the strategic use of non-traditional investment vehicles coupled with a more active investment philosophy may allow for improved overall results during the next few quarters.  We have already started to implement some of these strategies.

Our approach for income
 
As I type this column, the US 10 year note is yielding 1.75%.  Far worse is the Japanese 10 yr note yielding -0.10%.  Yes, NEGATIVE yields!  How can that be?  It is simply another proof that almost anything is possible in the financial markets.  So what does one do to build an income oriented portfolio in this environment?  We are looking for creative ways to provide income...Unconstrained Bond Funds, Preferred Stocks, Dividend Stocks. Real Estate Investment Trusts and Bank Loans are just a handful of the investments we are utilizing to create a core income source for portfolios.  Rest assured that strict measures are being used to minimize concentration risk and ensure diversification.

Our approach for Growth
 
Because it appears that unpredictable volatility will be a common thread for the foreseeable future, we have made some tactical allocations to "minimum volatility" Exchange Traded Funds from iShares. 
Simply stated, these funds look to reduce downside risk while attempting to provide a higher or similar return than the return of the respective broad market.
I can tell you this...over 20 years ago when I was studying for my brokers license the one thing that I remember almost as much as "buy low and sell high" is that the one who can provide the highest returns with the lowest risk will win.   
Please click the button below for some further data from Blackrock.  
 
 

Click here for more info on Minimum Volatility

Quick update on our move...
We will be leaving our Roswell location at the end of the month and beginning construction on our new office on Trickum Rd in Woodstock.  We are very excited to be a part of the growing Woodstock community.

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