Stop Chasing Returns.
Focus On Building Capital.
We believe protecting and growing capital through both good
and bad market cycles is the key to success.
Focus on Building Capital
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Investment Returns Required to Break Even After a Loss
Since 2000, investors following index-based approaches have spent more than ten years attempting to recover the capital lost in the two major bear market cycles — if they actually stayed fully invested. The chart and table below illustrate how WBI’s actively managed approach protected capital during these challenging market environments.
INVESTMENT RETURNS REQUIRED TO BREAK EVEN
WBI Tactical Balanced Strategy vs. MSCI World Index
For the most recent WBI Tactical Balanced Fact Sheet, click here