Sold VHCIX & VENAX, Bought VFLO
CENTURY
CITY, Calif., Feb. 26,
2025 /PRNewswire/ -- Aligne Wealth Advisors
Investment Management (AWAIM) proactively manages risk and return
opportunities as markets evolve. This forward-looking approach
recently led to strategic portfolio adjustments within the ACGM
Total Portfolio Solutions Suite™. This suite comprises four
tactical asset allocation separately managed account strategies
ranging from Low Growth to Aggressive Growth.
To capitalize on burgeoning market trends, AWAIM profitably sold
two long-term holdings - the Vanguard Healthcare Index Fund (VHCIX)
and the Vanguard Energy Index Fund (VENAX). The proceeds from these
sales were reinvested into the Victoryshares Free Cash Flow ETF
(VFLO).
"Our investment philosophy centers on a forward-looking approach
that dynamically adapts to changing market conditions," said
Ivan Illan, AIF, CFS, Founder &
Chief Investment Officer. "The recent reallocation of assets from
the Vanguard Healthcare and Energy Index Funds to the Victoryshares
Free Cash Flow ETF is a prime example of this strategy in action.
We are confident that this decision, made after extensive research
and analysis, will ultimately benefit our clients by optimizing
both risk and return within their respective portfolios across the
ACGM Total Portfolio Solutions Suite™."
This decision followed thorough due diligence and consultations
with fund managers. VFLO's focus on U.S. large-cap companies with
high cash flow yields aligns with AWAIM's current preference for
lower-valuation stocks within the broader U.S. market.
This reallocation reflects AWAIM's commitment to dynamic
portfolio management. The Investment Committee continuously
monitors market conditions and adapts strategies to optimize
portfolio risk and return. Key aspects of this reallocation
include:
- Profitable Sale: The sale of VHCIX and VENAX generated
long-term capital gains for AWAIM clients and proceeds for
reinvestment.
- Strategic Diversification: Reinvestment in VFLO
diversifies the portfolios more towards U.S. large cap stocks and
reduces reliance on specific sectors.
- Value-Oriented Approach: VFLO's focus on lower-valued,
high-cash-flow companies reflects AWAIM's current investment
preference.
- Thorough Due Diligence: The decision was based on
extensive research and manager consultations.
To request the latest Fact Sheets and/or performance results
regarding the above investment advisory offerings from Aligne
Wealth Advisors Investment Management (AWAIM), please contact your
Investment Advisor Representative, email us at
info@alignewealthllc.com , or call us at +1 310 795 0622. Past
performance is not indicative of future results. All investing
involves risk. Consult with your financial advisor to determine the
most appropriate portfolio strategy for your specific goals,
objectives, and risk tolerance. Annual performance verification
letters are available upon request.
Media Contact: Ivan Illan,
Founder & Chief Investment Officer, AWAIM®+1 310 795
0622 ext. 101ivan@alignewealthllc.com www.alignewealth.com
Aligne Wealth Advisors Investment Management (AWAIM®)
is an SEC registered investment adviser offering the ACGM Total
Portfolio Solutions Suite™ to HNW investors, family offices,
pension plans, and trusts. AWAIM is headquartered in Century City and founded by Forbes thought
leader and bestselling Wiley author, Ivan Illán. AWAIM is a
Registered Trademark (®) of the U.S. Patent and
Trademark Office.For more information and regulatory disclosures,
please visit https://www.alignewealth.com.
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SOURCE Aligne Wealth Advisors Investment Management (AWAIM)
