Bull Bear
The Bull Bear series is designed to provide investors with a dynamic and disciplined approach to navigating the complexities of market cycles. Combining strategic stock selection with innovative risk management, these portfolios aim to capitalize on growth opportunities during bullish trends while mitigating losses in bearish environments. By integrating proprietary trailing stop mechanisms and targeting returns that keep pace with inflation, the Bull Bear series offers a comprehensive solution for investors seeking a balance of growth, stability, and long-term resilience in their portfolios.
Selection Process
A disciplined approach identifies high-quality stocks with strong fundamentals and growth potential. This process ensures the portfolio remains focused on opportunities that align with long-term performance goals.
Reduce Losses
The series minimizes exposure to declining assets during bearish trends to preserve capital. This approach is designed to protect investments and maintain portfolio stability during market downturns.
Dynamic Trailing Stop
Our proprietary trailing stop mechanism dynamically adjusts as stocks appreciate, tightening to protect gains while still allowing for growth. If a stock declines and hits the stop level, the position is sold to reduce risk and raise cash.
Inflation Paced Returns
The portfolio prioritizes capital preservation to protect principal and purchasing power, while seeking positive returns in favorable markets to achieve growth and keep pace with inflation.
Platform Availability
WBI "Cy" Turnkey Platform
Cy, WBI's turnkey platform, is purpose-built to meet this need, combining advanced technology with personalized, advisor-driven strategies to deliver tailored solutions and exceptional client experiences.