https://www.adaptivewealthstrategies.com/home daily 1.0 2018-08-15 https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534346096901-ES8S5MWFTQZS0U12CCFR/Charlotte+North+Carolina+-+Adaptive+Wealth+Strategies.jpg Home https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534357915078-3JRQ8ZIPYOA6SD62ARKM/Charlotte+North+Carolina+-+Adaptive+Wealth+Strategies.jpg Home https://www.adaptivewealthstrategies.com/team daily 0.75 2022-02-09 https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1596547500261-9XLU5P0D9I4P7Z1CDLY6/KWC+Headshot.png Team https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534381758059-I9PGS283UFCF56GI9B94/Patrick+Bobbins+-+Adaptive+Wealth+Strategies.png Team https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534447707626-O86PV9NW2IGXPP4TNPX0/Larry+Carroll+-+Adaptive+Wealth+Strategies.png Team https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1634646421823-ZDO0GQ115SHNGKHQ76MZ/dws_logo_global.jpg Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534389050710-MHBX552FBSGCS2YWHVN3/Global+X+-+Adaptive+Wealth+Strategies.jpg Team https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534861072408-6HCP370X1F1ZR8LSYJF1/%C2%A9+Solactive+AG+Logo+Color.jpg Team https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534359100723-RJ583Z48VFRLBPQJAW2F/Architect+-+Adaptive+Wealth+Strategies.jpg Team https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534382470886-HTDCZ4D2S0MEJQ88A2ZW/Architects+-+Adaptive+Wealth+Strategies.jpg Team https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534388641663-N25LRKEIB6948EFTFDI8/team.jpg Team https://www.adaptivewealthstrategies.com/index daily 0.75 2024-08-22 https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534353598171-BUI8B4CG54WING6QKVDQ/Old+Cash+Register+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534353464678-BZQK605D416RDTAW7I0A/Anchor+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534346817202-ZGQJX49216U4JZXDUDJ8/Herd+Momentum+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534360221464-N7C40P6ZP1T2DQ01CT8M/American+Flag+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534360344191-3F239GCQ6T08DOM013SJ/Winding+Road+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534382895939-YU8V45VRN05DN045ASCR/Brick+wall+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534385649496-70PLLN460IO81XBJ5SCV/Old+Scale+-+Adaptive+Wealth+Strategies.jpeg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534387815321-NMXKDW76IFAFBRWEO8JJ/Compass+2+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534444854959-H23M2RGWRDFWP0J4VTS3/Index+Documents+-+Adaptive+Wealth+Strategies.jpg US Adaptive Factor Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1535548274283-DND4IT1WGEUGO8U3H9CF/clay-knight-185427-unsplash.jpg US Adaptive Factor Index https://www.adaptivewealthstrategies.com/risk-management-index daily 0.75 2024-06-05 https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601402150156-6TLT2SGJGUDE38U1KXE3/LookingDown_Height.jpg Equity Risk Management Index Drawdown The second indicator, drawdown, has its roots in the behavioral side of investing which got its start as a field in 1979 with Daniel Kahneman’s and Amos Tversky’s Prospect Theory: A Study of Decision Making Under Risk. Once a downturn has started it can create panic within investors causing them to sell their assets further increasing the drawdown. We set a standardized drawdown level; when if reached will trigger a vote to exit equity exposure. Conversely, once a major drawdown has occurred the market can be looked at as oversold. Utilizing this indicator provides our strategy with principle protection and the ability to capitalize on what could be an oversold market. The drawdown indicator has a standardized level, when triggered will vote to exit equity exposure. https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1602266610334-ZICME47087SJZ3L571SR/winding-river.jpg Equity Risk Management Index Moving Average The first indicator, moving averages, was one of the earliest innovations in the investment profession. The starting framework was developed by statisticians in the early 1900s for time series analysis and was applied to financial instruments in the early 1960s by Pete Haurlan. While that is far from modern, the idea that moving averages can be used to show trends is as applicable today as it was 60 years ago. We believe this indicator helps to provide both stability and downside protection inside our risk management strategy. The 200-day moving average is used as the indicator. We applied a standardized percent below level, when if tripped, this indicator will vote to exit equity exposure. https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601401863017-BRUL2PV6MIXH0WZ5CWF2/lightning.jpg Equity Risk Management Index Volatility The final indicator in our strategy, volatility, is being measured by the CBOE® Volatility Index (VIX®). The VIX® has its origins in the research of Menachem Brenner and Dan Galai starting with a series of papers in 1989 that proposed the creation of a volatility index derived from futures and options pricing. In 1992, the CBOE® began using this work to calculate the VIX®. The VIX® rises with uncertainty in the market which can raise the probability of large downside moves. Within our strategy, the VIX® serves as a forward-looking indicator allowing us to remove risk when uncertainty becomes too high. The index has a standardized exit point, which will trigger a vote to exit equities when reached. https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1602266830645-MZQ7K06HAIKVHFZPMM1I/opposite+lights.jpg Equity Risk Management Index MACD The third indicator in our strategy, MACD (moving average advance decline), is a common momentum indicator developed by Gerald Appel in the late 1970s. In 1997, Mark Carhart expanded on research done by Eugene Fama and Kenneth French on their three-factor model of stock returns and added a fourth factor to their research: momentum. MACD is one of the shortest-term momentum indicators used in practice and is used in the index to provide a quick response when trends change. We think of momentum as the herd mentality. A price move higher, typically leads to additional price moves higher, and the converse is also true, lower prices tend to lead to lower prices. This means that a momentum indicator like the MACD can be used within a risk management strategy as an exit to avoid large downside moves and as an entry to capture large upside moves. As with our other indicators we set a standardized exit point, which will trigger a vote to exit equities when reached. MACD has also been standardized by utilizing the current price so as to make the data series more relevant through time. https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601397793932-IGC6US6AGAXIOZEMM0RJ/long+bridge+.jpg Equity Risk Management Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534382895939-YU8V45VRN05DN045ASCR/Brick+wall+-+Adaptive+Wealth+Strategies.jpg Equity Risk Management Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601400715401-QZCAB3SWY5GIAF3CXR3Q/soundboard.jpg Equity Risk Management Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1535548274283-DND4IT1WGEUGO8U3H9CF/clay-knight-185427-unsplash.jpg Equity Risk Management Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601401052377-6WREHD4GPKUZVQIBP1IM/building+historic.jpg Equity Risk Management Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1602784482667-PK4G6EDO506ZG2LD0NH3/spark+construction.jpg Equity Risk Management Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1602784565260-RBPGCOBW7AOVRY21MOG4/stoplight.jpg Equity Risk Management Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534444854959-H23M2RGWRDFWP0J4VTS3/Index+Documents+-+Adaptive+Wealth+Strategies.jpg Equity Risk Management Index https://www.adaptivewealthstrategies.com/high-yield-risk-managed-index daily 0.75 2024-06-05 https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601401863017-BRUL2PV6MIXH0WZ5CWF2/lightning.jpg Risk Managed High Yield Index Volatility The second indicator in our strategy, volatility, is being measured by the CBOE® Volatility Index (VIX®). The VIX® has its origins in the research of Menachem Brenner and Dan Galai starting with a series of papers in 1989 that proposed the creation of a volatility index derived from futures and options pricing. In 1992, the CBOE® began using this work to calculate the VIX®. The VIX® rises with uncertainty in the market which can raise the probability of large downside moves. Within our strategy, the VIX® serves as a forward-looking indicator allowing us to remove risk when uncertainty becomes too high. The index has a standardized exit point, which will trigger a vote to exit high yield bonds when reached. https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1602266830645-MZQ7K06HAIKVHFZPMM1I/opposite+lights.jpg Risk Managed High Yield Index MACD The first indicator in our strategy, MACD (moving average advance decline), is a common momentum indicator developed by Gerald Appel in the late 1970s. In 1997, Mark Carhart expanded on research done by Eugene Fama and Kenneth French on their three-factor model of stock returns and added a fourth factor to their research: momentum. MACD is one of the shortest-term momentum indicators used in practice and is used in the index to provide a quick response when trends change. We think of momentum as the herd mentality. A price move higher, typically leads to additional price moves higher, and the converse is also true, lower prices tend to lead to lower prices. This means that a momentum indicator like the MACD can be used within a risk management strategy as an exit to avoid large downside moves and as an entry to capture large upside moves. All of our indicators utlized a standardized exit point, which will trigger a vote to exit high yield bonds when reached. https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601397793932-IGC6US6AGAXIOZEMM0RJ/long+bridge+.jpg Risk Managed High Yield Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601401052377-6WREHD4GPKUZVQIBP1IM/building+historic.jpg Risk Managed High Yield Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534382895939-YU8V45VRN05DN045ASCR/Brick+wall+-+Adaptive+Wealth+Strategies.jpg Risk Managed High Yield Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1602784482667-PK4G6EDO506ZG2LD0NH3/spark+construction.jpg Risk Managed High Yield Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1601400715401-QZCAB3SWY5GIAF3CXR3Q/soundboard.jpg Risk Managed High Yield Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1535548274283-DND4IT1WGEUGO8U3H9CF/clay-knight-185427-unsplash.jpg Risk Managed High Yield Index https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534444854959-H23M2RGWRDFWP0J4VTS3/Index+Documents+-+Adaptive+Wealth+Strategies.jpg Risk Managed High Yield Index https://www.adaptivewealthstrategies.com/contact daily 0.75 2022-01-20 https://images.squarespace-cdn.com/content/v1/5b743d5f31d4dff14e553e3e/1534347890219-QWN7LSXQ5PQC0LS8L3BG/Contact+Us+-+Adaptive+Wealth+Strategies.jpg Contact Us https://www.adaptivewealthstrategies.com/read-me daily 0.75 2025-05-12 https://images.squarespace-cdn.com/content/v1/5310cef7e4b08602cbfa36bf/1412689652885-P9TPK298WCTZU748L0SG/Lifestyle03.jpg Read Me