Sterling Global Strategies is one of our newer managers based in Carlsbad, CA.
The Sterling Global Allocation Strategy combines three of their investment methodologies into one all encompassed investment vehicle. The proportional allocation is 50% to Sterling Tactical Rotation, 30% to Sterling Emerging Markets Strategy, and 20% to Sterling Tactical Bond Strategy.
The Tactical Rotation Strategy employs an equally-weighted strategic model that rotates between US bonds, commodities, REITs, cash, as well as international and domestic equities.
The rebalance done on 8/31 consisted of:
Sterling Global Allocation – Sold SPY, INDA, and ANGL to 0%. Bought VNQ, PCY, and EWZ. Kept EFA, BWX, and FXI at the same target %.
Sterling Tactical Rotation – Sold SPY to 0%. Bought VNQ and EFA to 49% each.
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