Defensive Alpha Portfolio
The Navellier Defensive Alpha Portfolio (DAP) is for profit-minded investors seeking an investment strategy that has the ability to outperform the S&P 500 in both advancing and declining markets.
DAP utilizes a proprietary algorithmic version of the Fisher Black Model. Its option pricing theories are formulated to optimize returns in up-markets while controlling the downside in falling markets. The strategy does not predict anything nor resort to derivatives, but rather is intended to react quickly and effectively to changing market conditions.
When the S&P 500 Index goes up, the DAP portfolio’s equity position can increase in high Alpha stocks, up to 20 stocks uniquely selected to outperform the S&P 500. When the S&P 500 Index goes down, DAP can quickly react by trimming the portfolio to fewer than 15, 10, or 5 stocks or even at times placing the whole portfolio into cash to be reinvested again at the right time. DAP seeks absolute positive returns.

Vireo ETF Portfolios
A Suite of Defensively Managed, ETF Portfolios: Navellier and Associates and F-Squared Investments, two of the country’s leading investment management firms, have joined forces to create the next step in the evolution of portfolio management – Vireo. Using ETFs and state-of-the-art money management techniques, Vireo determines which sectors of the market afford the best opportunities and which do not. Vireo’s real potential, however, comes in its ability to use cash to hedge the portfolio against extreme market downturns.

Navellier Global Macro Allocation Portfolio (GMAP)
This actively managed ETF portfolio was developed for defensive minded investors seeking an investment strategy that has the ability to outperform in both advancing and declining markets. Utilizing a diverse list of Exchange Traded Funds (ETFs) and a corresponding list of Inverse ETFs, the portfolio is designed to dampen volatility while attempting to provide above-average long-term results in all types of markets.

Navellier Covered Call Strategies
Based on a conservative, covered call buy-write strategy, the portfolio invests in equity securities and simultaneously writes call options on those securities, thereby collecting additional income via the call premium. Coupled with the dividend yield, this is an ideal portfolio for those investors seeking additional income or a cushion against market downturns.

Vireo Revenue Shares™ Strategic Allocation Portfolio
The Vireo RevenueShares™ Allocator Portfolio (RWAP) is for defensive minded investors seeking an investment strategy that has the ability to outperform in both advancing and declining markets. To achieve this objective, RWAP uses revenue-weighted exchange traded funds(ETFs) that combined represent more than 1,700 global companies with exposure to large cap, mid cap, small cap, and international markets. The portfolio is designed to dampen volatility while attempting to provide above average long-term results through multiple investment markets via diversification and defensive re-allocation, including the use of cash.