Risk Alignment (95% Historical 6-Month Range)

This portfolio has an adjusted Risk Number of 20 — this means over the next 6 months you are comfortable risking a loss of -2% for the chance of gaining +3%

Hypothetical Performance vs. Benchmark (US Aggregate Bond Index)

Over a 20-year period, the average annual return or Compound Annual Growth Rate (CAGR) would have been 12% — beating its benchmark by 8.8%

Who’s It For?

Designed for conservative investors who require a fixed income that maintains pace with inflation but still has ability to appreciate and provide positive returns and Alpha against its benchmark.

A low risk tolerance and aversion to volatility typically means that double-digit returns are out of the question — not here and not with Dual Defense strategies and technology.

What’s In It?

Composed of carefully chosen bond funds, hedged equity funds, preferred and convertible securities, and broadly diversified dividend funds.

Risk Alignment (95% Historical 6-Month Range)

This portfolio has an adjusted Risk Number of 25 — this means over the next 6 months you are comfortable risking a loss of -2% for the chance of gaining +5%

Hypothetical Performance vs. Benchmark (S&P 500 Index)

Over a 20-year period, the average annual return or Compound Annual Growth Rate (CAGR) would have been 22% — beating its benchmark by 11%

Who’s It For?

Moderate risk investors seeking market-beating potential with less volatility than our flagship Canopy Growth Fund.

What’s In It?

Majority weight to the eight EZ-RO index holdings - a carefully chosen collection of momentum leaders in various sector / sub-sector equity funds; minority positions are rounded out with hedged equity and defensive holdings.

*Nonqualified accounts subs EZRO ETF for the eight EZ-RO index holdings (equal weight) to reduce tax implications caused by tactical trading

Risk Alignment (95% Historical 6-Month Range)

This portfolio has an adjusted Risk Number of 28 — this means over the next 6 months you are comfortable risking a loss of -4% for the chance of gaining +7%

Hypothetical Performance vs. Benchmark (S&P 500 Index)

Over a 20-year period, the average annual return or Compound Annual Growth Rate (CAGR) would have been 27.4% — beating its benchmark by 16.4%

Who’s It For?

This flagship fund is designed for growth-oriented investors with 5+ year investment horizon. Like many other strategies it implements our Dual Defense approach to own momentum leaders in bull markets and employ alternative bear market strategies during prolonged downturns. This combination approach lends to the high Alpha potential.

What’s In It?

Composed of carefully chosen individual stocks that have been identified as momentum leaders in their respective sectors; also includes other factors, themes and styles for broad based and global growth potential.

Risk Alignment (95% Historical 6-Month Range)

This portfolio has an adjusted Risk Number of 25 — this means over the next 6 months you are comfortable risking a loss of -2% for the chance of gaining +5%

Hypothetical Performance vs. Benchmark (S&P 500 Index)

Over a 20-year period, the average annual return or Compound Annual Growth Rate (CAGR) would have been 70.2% — beating its benchmark by 59.2%

Who’s It For?

Only for ultra-aggressive investors with high risk tolerances seeking the ultimate risk-reward potential. Without the oversight of Dual Defense, understand that this portfolio could sustain catastrophic losses potentially exceeding 50% or more. *Expect extremely high daily volatility.

What’s In It?

Similar to the Canopy Standard Growth Fund, this portfolio implements a Dual Defense approach to identify the highest growth opportunities and trends using single stocks, 2-3x leveraged ETFs, thematic leaders and cryptocurrency funds. The Canop AGGRESSIVE Fund has Alpha-Crushing potential.