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High Yield Webinar Replay

Posted on 05.20.15 |

Stephen Blumenthal, CEO, CMG Capital Management Group at High Yield Webinar

Stephen Blumenthal, CEO, CMG Capital Management Group

We had an excellent turn out today for the Webinar on the opportunity to position and protect a portfolio with a high yield bond strategy. There were several questions about how high yield fits in a portfolio, and its historic returns and volatility.

Access the 45 minute Webinar here: CMG May 20, 2015 High Yield Webinar.

In this video Webinar, CMG Capital Management Group Head of Distribution Mike Sciortino hosts Steve Blumenthal to discuss the CMG Managed High Yield Bond Program. The Webinar was an interactive follow-up to Steve’s Forbes piece titled, Junk Bonds Are The Investment Opportunity Of A Lifetime, Just Not Yet.

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Categories: Tactical Investment Strategies Tags: high yield, Mike Sciortino, Steve Blumenthal, Webinar

High Yield Webinar

Posted on 05.15.15 |

Steve Blumenthal, CEO, CMG Capital Management Group, counsels strategic patience in investingWednesday May 20 CMG Capital Management Group CEO Steve Blumenthal joins Head of Distribution Mike Sciortino for a timely video Webinar on high yield bonds. You can sign up here: CMG Managed High Yield Bond Program Webinar.

The Webinar is an interactive follow-up to Steve’s Forbes piece titled, Junk Bonds Are The Investment Opportunity Of A Lifetime, Just Not Yet.

Steve is going to present ideas about how to position high yield in your portfolio to participate in further gains and risk protect in a way that puts you in the favorable position to take advantage of a coming once in a lifetime buying opportunity.

Any high yield questions you would like Steve to address during the Webinar? Email advisors@cmgwealth.com

Categories: Tactical Investment Strategies Tags: Forbes, high yield, Mike Sciortino, Steve Blumenthal, Webinar

OAAS Webinar Notes

Posted on 02.13.15 |

Mike Sciortino and Michael Hee present the CMG Capital Management Group Opportunistic All Asset StrategyThe CMG Capital Management Group Webinar on the Opportunistic All Asset Strategy (OAAS) was well attended by advisors who seek tactical portfolio solutions for their clients. OAAS is a broadly diversified tactical investment solution for global asset allocation.

The CMG Capital Management Group Opportunistic All Asset Strategy is a fully diversified tactical portfolio with a defined risk management process. The goal is to capture broad bull market gains, with the  flexibility to reduce the risk in bear markets.

The CMG Opportunistic All Asset Strategy is a quantitative investment strategy that analyzes a broad universe of mutual funds or exchange traded funds (ETFs) to determine a portfolio allocation with the goal of generating positive returns over multiple market cycles.

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Categories: Tactical Investment Strategies Tags: Michael Hee, Mike Sciortino, Price momentum, relative strength, Webinar

Tactical Rotation Strategy Webinar

Posted on 11.13.14 |

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG Capital Management Group

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG

On Wednesday, December 3rd at 12:00PM EST, Mike Sciortino and Michael Hee will discuss the CMG Tactical Rotation Strategy and why it makes sense in your clients’ portfolios today.

To register for the webinar, please sign up here:  https://www3.gotomeeting.com/register/119847414

The CMG Tactical Rotation Strategy (TRS) seeks to generate returns in all market conditions based on the concept that various asset classes and sectors experience bull and bear markets at different times.

The strategy employs an equally weighted strategic rotation model and allocates the portfolio to the top two asset classes from a universe of six: Domestic Equities, International Equities, Bonds, Commodities, REITs & Cash.

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Categories: Tactical Investment Strategies Tags: CMG Tactical Rotation Strategy, Michael Hee, Mike Sciortino, Webinar

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Hypothetical Presentations: To the extent that any portion of the content reflects hypothetical results that were achieved by means of the retroactive application of a back-tested model, such results have inherent limitations, including: (1) the model results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of the referenced models, certain aspects of which may have been designed with the benefit of hindsight; (2) back-tested performance may not reflect the impact that any material market or economic factors might have had on the adviser’s use of the model if the model had been used during the period to actually mange client assets; and, (3) CMG’s clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the model. Please Also Note: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal to any corresponding historical index. (i.e. S&P 500 Total Return or Dow Jones Wilshire U.S. 5000 Total Market Index) is also disclosed. For example, the S&P 500 Composite Total Return Index (the “S&P”) is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor’s chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. The historical performance results of the S&P (and those of or all indices) and the model results do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. For example, the deduction combined annual advisory and transaction fees of 1.00% over a 10 year period would decrease a 10% gross return to an 8.9% net return. The S&P is not an index into which an investor can directly invest. The historical S&P performance results (and those of all other indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual in determining whether the performance of a specific portfolio or model meets, or continues to meet, his/her investment objective(s). A corresponding description of the other comparative indices, are available from CMG upon request. It should not be assumed that any CMG holdings will correspond directly to any such comparative index. The model and indices performance results do not reflect the impact of taxes. CMG portfolios may be more or less volatile than the reflective indices and/or models.
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