The GeaSphere Core Fund is offered as a Growth only fund. We also offer this fund as a Long/Short Strategy with 80% Long the GeaSphere Core Fund and 20% Long/Short indexes using both inverse ETFs and options. The Core can be used as the central portion of a growth allocation or as a stand alone when the Long/Short model is chosen for growth allocations. This eliminates the burden of non-performing asset classes when seeking to achieve diversification because of strategic hedging strategies.
YTD: GeaSphere Core: -6.95 | S&P 500: -5.07
1-Year: GeaSphere Core: -6.79 | S&P 500: -2.75
2-Year: GeaSphere Core: -0.45 | S&P 500: 4.33
3-Year: GeaSphere Core: 9.46 | S&P 500: 9.01
5-Year: GeaSphere Core: 10.19 | S&P 500: 8.57
Since Inception: GeaSphere Core: 11.04 | S&P 500: 9.91
The GeaSphere DOW (PFCF) is offered as a Growth Fund based on our PFCF 60 year empirical research. It can be utilized as a stand alone vehicle for the long term investor or a growth & income allocation in conjunction with the GeaSphere High Income Portfolio.
YTD: GeaSphere Dow: -6.39 | S&P 500: -5.83
1-Year: GeaSphere Dow: 1.57 | S&P 500: -5.97
2-Year: GeaSphere Dow: 8.41 | S&P 500: -0.01
3-Year: GeaSphere Dow: 11.99 | S&P 500: 7.66
5-Year: GeaSphere Dow: 10.89 | S&P 500: 7.31
Since Inception: GeaSphere Dow: 10.77 | S&P 500: 7.87
The GeaSphere High Income fund is offered as Income Fund. We also offer this fund as a Income & Growth fund when used in conjunction with the GeaSphere (PFCF) Dow Portfolio. This fund can be used as the central portion of a Income for retirement allocation. The fund was specifically designed for retired investors that are feeling the pressures of inflation. The fund currently produces divided income of 10% net of fees. It can also be part of an Income and growth allocation or clients in pre-retirement to build a higher future income stream for retirement.
YTD: GeaSphere REIT: -2.83 | S&P REIT: -3.60
1-Year: GeaSphere REIT: 4.43 | S&P REIT: -10.77
2-Year: GeaSphere REIT: 19.92 | S&P REIT: 7.07
3-Year: GeaSphere REIT: 13.94 | S&P REIT: 4.32
Since Inception: GeaSphere REIT: 13.29 | S&P REIT: 9.49
The GeaSphere Total Return fund is offered for Income and Growth. The GeaSphere Total Return was specifically designed for conservative investors that are seeking income and growth. We also offer this fund as part of a total income objective when used in conjunction with our GeaSphere High Income Portfolio. This fund can be used as the central portion of income for retirement allocation. The fund currently produces divided income of 4.6% net of fees. It can also be part of an Income and growth allocation for clients in pre-retirement with the objective of building higher future income stream for retirement.
YTD: Total Return: -7.26 | DJ Moderate: -1.55
1-Year: Total Return: -12.94 | DJ Moderate: -1.80
2-Year: Total Return: -4.24 | DJ Moderate: 3.30
3-Year: Total Return: 1.31 | DJ Moderate: 5.43
5-Year: Total Return: 2.38 | DJ Moderate: 6.47
Since Inception: Total Return: 8.80 | DJ Moderate: 9.54
The GeaSphere High Income fund is offered as Income Fund. We also offer this fund as a Income & Growth fund when used in conjunction with the GeaSphere (PFCF) Dow Portfolio. This fund can be used as the central portion of a Income for retirement allocation. The fund was specifically designed for retired investors that are feeling the pressures of inflation. The fund currently produces divided income of 10% net of fees. It can also be part of an Income and growth allocation or clients in pre-retirement to build a higher future income stream for retirement.
YTD: High Income: -1.21 | HYD: 0.97
1-Year: High Income: -11.74 | HYD: 3.49
2-Year: High Income: 0.74 | HYD: 8.33
3-Year: High Income: -0.39 | HYD: 3.02
5-Year: High Income: — | HYD: 7.49
Since Inception: High Income: 0.98 | HYD: 9.91