YFI   Youngblood Financial, Inc.
                   Institutional Services
  
 
 

 

We use a disciplined investment process to monitor and adapt to changing investment opportunities in this rapidly changing world. 

 

The five major steps of the process are:

Invest Process
  • Strategic Allocation - which reviews macro-economic and capital market forecasts and identifies strategic allocations for growth and income
  • Fundamental Analysis - reviews fundamental of markets, sectors and industries and identifies opportuities and catalysts for change
  • Fund/ETF Research - screens risk-adjusted returns and confirms fund management continuity and ETF liquiditiy
  • Portfolio Construction - maps investment policy into specific funds and ETFs
  • Monitor & Rebalance - which monitors performance and closes the loop with feedback to step one
 

 
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