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2017 Performance Review

We are extremely optimistic for how our strategies are positioned to manage 2018.

2017 Performance Review

Their competitive advantage over many traditional investment options are their disciplined, tactical nature. We describe them as an alternative to the traditional buy and hold approach. The traditional buy and hold style manages a portfolio with a static risk approach. We do not believe that economies are static so neither should your portfolio. The buy and hold approach can make sense from a theoretical standpoint but difficult to withstand during periods of market stress. Given the current low levels of volatility and valuations in the 99th percentile, we are concerned about future stresses in the markets and the impacts they might have on static risk investment styles.

2017 was a momentous year for global equity investors, clearly defying analyst expectations. Our internal investment strategies also did well, performing along the lines of what we would have expected with the benefit of hindsight. Our flagship strategy, the Core Equity Strategy, had a stellar year, returning 17.6% gross return² (16.4% net of maximum allowable 1.5% financial advisor fee³), easily outperforming its benchmark for the year. For descriptions of each strategy, see the appendix section at the end.

 

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Michael Fickell

Michael Fickell

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Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations.  Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including FC Wealth Solutions.  Interactive Brokers provides execution and clearing services to customers.  None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

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