https://www.lyonswealthshariah-complianttacticalinvesting.com/home daily 1.0 2021-02-12 https://static1.squarespace.com/static/6023186af466f523d92e82bd/t/6026ef37f1b9846ddf013cf0/1613164356257/A0125E43-DEA6-4409-90AD-6791DE17BD23.jpeg Home - Our Key Objectives Greater upside capture through sustained bull market participation and full equity allocations for long-term, continuous time periods Less whipsaw by making fewer defensive shifts Capital preservation in bear markets Alpha potential from active stock selection https://static1.squarespace.com/static/6023186af466f523d92e82bd/t/6026f0cf6f91707ca0853a67/1613164788878/60C200F7-F45F-4D13-8EFD-024D243C67C4.jpeg Home - Support for Communities Education happens within the context of a larger community. Our approach extends beyond the school to help ensure students have the necessary support to do their best learning. https://static1.squarespace.com/static/6023186af466f523d92e82bd/t/6026efc69be8995c4ee57566/1613164495368/A9B31A21-9D04-4862-8A40-BE96A6460C43.jpeg Home - Strategy The Shariah-compliant Lyons Tactical Allocation Portfolio offers a different approach to tactical investing by focusing on offense first, defense next. The subadvisor seeks to remain fully invested in equities for longer time periods than typical tactical allocation strategies, using a slow-moving, proprietary quantitative risk model each month to measure market risk and determine portfolio allocation. While fully invested, the portfolio holds a concentrated basket of U.S. dividend-paying stocks selected for various characteristics including company performance and relative valuation. Full equity allocations are expected to remain continuous for multi-year periods. If the risk model generates a defensive signal, indicating the expectation of prolonged and extreme market risk, the portfolio shifts fully to U.S. Treasuries bills and notes. Defensive shifts are expected to be rare, but may be held longer than typical tactical allocation strategies. https://static1.squarespace.com/static/6023186af466f523d92e82bd/t/6026f18cc1a1ab3b301e2eb7/1613164953114/EBA397E5-C30D-4C16-B43A-8086A77F8DB2_4_5005_c.jpeg Home https://static1.squarespace.com/static/6023186af466f523d92e82bd/t/6026f4c0ee467100f3e442d6/1613166617847/85DE6773-D6C1-4616-B293-79D9218AD8A9.jpeg Home - Top Equity Holdings: As of 12/31/20 Darden Restaurants: 5.4% HCA Healthcare: 5.3% Ubiquiti Inc.: 4.8% Starbucks Corporation: 4.6% Target Corporation: 4.6% UnitedHealth Group: 4.4% Honeywell International: 4.4% Dollar General: 4.4% TJX Companies: 3.9% KLA Corporation: 3.8% Portfolio holdings are subject to change and should not be considered to be investment advice. https://static1.squarespace.com/static/6023186af466f523d92e82bd/t/6026f228984e45216ced0c9a/1613165628037/3556FCDC-8454-426B-A4E8-0A492DE50D71_4_5005_c.jpeg Home - Portfolio Data: As of 12/31/2020 Months on Offense: 92 Months on Defense: 13 Defensive Shifts: 1 Weighted Avg Market Cap (Bil): $214.5 Average Dividend Yield: 1.56% Up Capture: 104.4% Down Capture: 90.8% Alpha: 3.50% Information Ratio: 0.17 Sharpe Ratio: 0.75 Sortino Ratio: 1.21