Family Dynasty VS Benchmarks

While market declines can't be prevented, our strategy of minimizing losses
allows our clients to win even in down markets.

  Family Dynasty Advisors      Benchmarks  

(AS OF MAY 31, 2022)

Independent Registered Investment Advisor Firm

Personalized and Responsive Attention

Fiduciaries Presenting Integrity First Mindset

INDEPENDENT REGISTERED INVESTMENT ADVISOR FIRM





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Glossary of Terms

Since Inception* - June 1, 2021
Performance Calculations - Family Dynasty Advisor's performance calculations are net of fees with dividends and income reinvested
Benchmark Assignment - We assign benchmarks to the respective portfolios and models based on similarities of market risk parameters not investment allocation.
Benchmark Index - Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an the firm's benchmark index.

   Model


Each model is a diversified selection of equity ETF’s with little to no overlap between the models.  The allocation of each model can range between holding all cash to being 100% invested which is determined by Family Dynasty Advisors based on market conditions and expectations.

Divergent - An allocation of investments which focuses on achieving positive returns within a time horizon of 2 - 8 weeks.
Trend - An allocation of investments which focuses on achieving positive returns within a time horizon of 3 - 6 months.
Tactical - An allocation of investments which focuses on achieving positive returns within a time horizon of 12 - 24 months.

   Portfolio


The investment allocation of each portfolio can range between holding all cash to being 100% invested. This range is determined by Family Dynasty Advisors based on market conditions and expectations.

Conservative  - A combination of the firms’ three models plus bonds, which are allocated to minimize volatility, generate income, and provide stable growth
Balanced - A combination of the firms’ three models, with limited bond exposure, which is allocated to focus on long-term growth while minimizing downside market risk
Growth - A combination of only the firms’ three models, with the intent to maximize growth while maintaining a diversified investment portfolio

   Benchmarks


Benchmark (Model) - Investment Performance of (Divergent = S&P 500) (Trend = Russell 3000) (Tactical = Bloomberg Agg Bond Composite Index)
Benchmark (Portfolio – Conservative) - 35% stocks (Vanguard Total World Stock Index) 60% bonds (Bloomberg Agg Bond Composite Index) 5% cash (90-day treasury bill)
Benchmark (Portfolio – Balanced) - 60% stocks (Vanguard Total World Stock Index) 35% bonds (Bloomberg Agg Bond Composite Index) 5% cash (90-day treasury bill)
Benchmark (Portfolio – Growth) - 95% stocks (Vanguard Total World Stock Index) 5% cash (90-day treasury bill)

   Disclosures


Past performance doesn’t guarantee nor necessary predict future results. Investment performance figures shown are derived from composite returns of accounts that are actively invested and managed by Family Dynasty Advisors.

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