The Safety Harbor Capital Hedged US Equities Fund

A 20 stock portfolio of US equities hedged with S&P Index options

No shorting, no stocks less than $5 in price, no ETF's, no stock options.

Our proprietary algorithm selects the stocks and our Investment manager,

John Williams invests them in the Fund, a 20 stock portfolio with no more than 5% per position, hedged with S&P Index options.. 

Fund Goal: 25% per year

See returns below

Our Hedged US Equities Fund

Date

Return*

Goal

07/01/21

Fund Launch

2%

Return 

8.62%

* Returns are posted net of 2% fee structure

08/21

09/21

10/21

-8.38%

22.83%

30.89%

-8.22%

22.99%

31.05%

Our Monthly Investment Journal, The compass Online, reviews currnt economics, fed policy, energy markets and provides technical S&P reviews with monthy market forecasts.   We also provide five Stocks Of interest for our readers each month.   To subscribe to our Montly Investment Journal, The Compass Onine, Click Here.

Sign up for an Annual Subscription
$999 per year
For Fund information, contact us at
inquiries@safetyharborcapital.com

Email inquiries@safetyharborcapital.com for a complimentary one month subscription!