The SGL Total Return portfolio is designed for the risk-tolerant investor with a limited investment time horizon, or for the risk-averse / risk-neutral investor with a mid- to long-term outlook. The Targeted Performance for a SGL Total Return portfolio over a market cycle is 65 percent of S&P 500 upside performance with 50 percent market risk. The Total Return portfolio is typically 35–65 percent allocated in equity securities. Under normal market conditions, this portfolio will be approximately 50 percent allocated to equity securities and the approximate average equity beta will be less than or equal to 1. A primary emphasis is put on U.S. domiciled mid- to large-cap equities, although SGL Investment Advisors Inc. may utilize other asset classes and capitalizations if opportunities present themselves.
Within the fixed income portion of the portfolio, under normal circumstances SGL Investment Advisors prefers to generate alpha via assuming a calculated amount of credit risk before taking undue interest rate risk. A primary emphasis is placed on taxable bonds denominated in U.S. dollars, although the advisor may invest in other fixed income classes as opportunities present themselves.