How Easy Is It To Get Started With Hedgefolios?


How Does Hedgefolios Work?

HedgeFolios is the most convenient and efficient way for serious investors to follow our professional investment guidance. It offers complete transparency and liquidity with an incredibly easy-to-follow investing process.


Dohmen HedgeFolios

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  • Our three flagship HedgeFolios are designed for investors seeking long-term income and capital growth, whether from equities or fixed-income securities.
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  • Consist of ETFs and mutual funds that invest in high paying dividend securities, globally diversified securities, or small and large cap securities.
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  • Can utilize inverse ETFs and inverse mutual funds  when appropriate as a hedge.

Opportunistic:
Utilizes ETFs and mutual funds that invest in securities across small and large companies, and from different industries. At times, a long/short strategy can be employed where securities in the strongest sector will be bought while inverse ETFs and inverse mutual funds in the weakest sectors will be used as a hedge.

Global Equity:
Utilizes ETFs and mutual funds that invest in any U.S. or international securities allowing global diversification in the potentially strongest sectors. When appropriate, it can utilize inverse ETFs and inverse mutual funds in the potentially weakest sectors as a hedge.

Income:
Utilizes ETFs and mutual funds that invest securities paying a high level of dividends or income distributions. When appropriate, it can utilize inverse ETFs and inverse mutual funds in the potentially weakest sectors as a hedge.

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Dohmen Conservative Hedgefolios

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  • Designed for investors who prefer a more conservative investing strategy.
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  • Consist of ETFs and mutual funds that invest in lower volatility equity and fixed income securities.
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  • Do not use inverse ETFs to hedge during market declines but instead seeks protection during adverse times by having higher cash positions and/or using high-grade fixed income ETFs and mutual funds.
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Global Conservative:
Utilizes ETFs and mutual funds that primarily invest in U.S. and International large and mid-cap equities and fixed income securities.

U.S. Conservative:
Utilizes ETFs and mutual funds that primarily invest in U.S. large-cap,  mid-cap equity, and fixed income securities.

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Simplicity, Transparency, And Professional Guidance

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You know at all times where you money is invested. There’s no guessing, no waiting, no phone calls. Simply log in to your brokerage account to see your portfolio. It is easy to update your portfolio at Folio Investing, by clicking Update after you have logged into your account you will replicate the model HEDGEFOLIO. You don’t have to enter any individual trade orders yourself. You don’t have to calculate the number of shares to buy of each position, or the allocation percentages. It is all done for you. You can even switch from one HEDGEFOLIO to another if your investment goals change, providing you with flexibility in your investments.

You get online account access and statements from Folio Investing, which shows in detail your positions, percentage allocations, and your portfolio performance – all the information you need to understand your investments.

You have a choice of several of our special HEDGEFOLIOS, each with a different goal and investment area. We watch all positions in the model HEDGEFOLIOS on an ongoing basis and implement changes in the model when our analysis calls for it. Our professional guidance can help grow your investment portfolio, as well as make it a much more simple and transparent process. IT’S THAT SIMPLE!

Don’t wait for the next bear market or crash. Act today! When Bert Dohmen speaks at a major conference, there are constantly some people who say to him, “I wish I had listened to your warnings in 2007-2008.”  Don’t become someone who says to him in a few years, “I wish I had listened to you in 2014-2015.”