We have constructed LifeGuide InSight Portfolios by implementing not only the principles practiced by highly successful investors, but principles that have produced superior results over extended periods of time. These principles have been developed by carefully observing and interpreting the behavior of financial markets, investment vehicles, investors, and the world in general. What’s more, they reflect the teachings written thousands of years ago in Scripture.
Our investment portfolios seek to utilize the lowest cost mutual fund and ETF share classes available to us. We believe in systematically investing over a long period of time using a principled investment strategy. We believe that every account should have a defined objective and be invested according to its intended purpose.
We employ a dynamic rebalancing process where we establish allocation targets and drift collars for each position in our portfolios. We review accounts regularly for rebalancing opportunities and trade positions back to their targets when they surpass their drift collars. Dynamic rebalancing allows us to take advantage of short- and long-term market trends by systematically selling high and buying low.
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