Our approach to managed risk investing
Capture 75% of up markets
Avoid 75% of down markets
At Bills Asset Management, we believe that successful long-term investing isn't just about maximizing gains—it's about managing risk. While many investors and advisors subscribe to a buy-and-hold philosophy, we've seen time and again how this approach can devastate portfolios during market downturns.
Consider this simple math: if your portfolio loses 50%, you need a 100% gain just to break even. This is why capital preservation is at the heart of everything we do.
Unlike passive strategies that remain invested regardless of market conditions, our tactical approach allows us to:
This flexibility is key to our ability to participate in market gains while protecting against significant losses.
A 50% loss requires
+100% to recover
A 30% loss requires
+43% to recover
A 10% loss requires
+11% to recover
Protecting your principal is our first priority
Active monitoring and adjustment of portfolio risk
Positioned to capture gains in rising markets
No commissions, aligned with your interests
We use a combination of exchange-traded funds (ETFs) and mutual funds, with the bulk of our portfolios invested in ETFs. Our investment decisions are based on careful analysis of:
By staying nimble and responsive to changing conditions, we aim to deliver consistent, risk-adjusted returns that help our clients achieve their long-term financial objectives.
Learn how our managed risk approach can help protect and grow your portfolio.