The QID Global Equity Strategy is a long only portfolio that provides investors exposure to world equity. We believe it is appropriate for investors looking for long-term growth with a time horizon of 10 plus years. In our opinion, the strategy is well positioned for growth retirement accounts or as a core equity position in one’s portfolio.
When fully allocated the portfolio will have 60% invested in U.S. large cap equity, 20% U.S. small cap equity, and 20% international equity. The benchmark for the strategy is the MSCI World equity Index.
As with all QID’s strategies we use a 100% quantitative process that produces binary (on/off – own/don’t own) signals for each of the three allocations. The strategy will go 100% defensive and be invested only in cash equivalents or U.S. Treasury instruments, when all three equity sectors are “off”.