Portfolio Strategies

Our economically diversified portfolios are built upon the intersection of our proprietary risk-management work (BCM’s Stock Market Risk Model™) , the Nobel prize-winning discipline of Modern Portfolio Theory (which incorporates the risk-adjusted benefits of broad asset allocation), and our own research and analysis of investment theory and current market and economic conditions.

All of our portfolio strategies offer clients an attractive combination of efficient and effective diversification across independent asset classes such as stocks, bonds, commodities, and short-term cash equivalents, coupled with BCM’s unique element of market risk control.

By rigorously adhering to our investment approach, BCM seeks to reach a balance of capital appreciation and income coupled with an ever-vigilant view towards managing potential market and economic risk.

BCM also makes portfolio strategies available in a values-based/socially responsible format.

BCM Portfolio Strategies

All Weather Balanced Portfolio
  • Designed to provide capital appreciation, inflation protection, and modest income.
  • Capital appreciation typically comes from the stock component of the portfolio.
  • Income typically comes from the bond and cash components of the portfolio.
  • Inflation protection typically comes from the gold component of the portfolio.
  • Risk Control: Exposure to stocks usually ranges from a minimum of 0% to a maximum of 60%, and is adjusted in accordance with the risk outlook generated by the BCM Market Risk Model™.
  • This portfolio is appropriate for those who are in the accumulation stages of building wealth.
All Weather Conservative Portfolio
  • Designed to provide income, inflation protection, and modest capital appreciation.
  • Income typically comes from the bond and cash components of the portfolio.
  • Inflation protection typically comes from the gold component of the portfolio.
  • Capital appreciation typically comes from the stock component of the portfolio.
  • Risk Control: Exposure to stocks usually ranges from a minimum of 0% to a maximum of 40%, and is adjusted in accordance with the risk outlook generated by the BCM Market Risk Model™.
  • This portfolio is appropriate for those who are no longer in the accumulation stage of building wealth, and have begun to draw from their savings to support or supplement their lifestyle.