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High Yield Program

Updated 2014

 


Chart:  High Yield Program

Strategy Description

The Marathon High Yield Program is specifically designed for long-term investors who seek to consistently grow their investment while avoiding the large losses incurred by stock market declines.

Marathon's proprietary asset allocation model uses rules-based quantitative analysis to determine the optimum profitable amounts for each type of fixed income mutual fund. It evaluates and selects funds based on dividend yield and capital appreciation. The range of investment in any particular type of fixed income mutual fund can range from 0 to 100%. The types of mutual funds employed include, but are not limited to, Corporate Common Bonds, High Yield Bonds, Municipal Bonds, International Bonds, Floating Rate Bonds, Select Income and Money Market.

 

When fully invested, three or four mutual funds are held. The proprietary model analyzes the reward and the safety of a mixture of mutual funds. When either the reward or the safety of the investment mixture falls outside the acceptable range of the model, the investments are adjusted.

 
This program is offered in the form of individually managed accounts. The custodian for this program is TD AMERITRADE. Each client has their own account which can be accessed at any time via the web or by calling TD AMERITRADE directly.

 
Performance

The High Yield Program has significantly outperformed the S&P 500 on both a total return and risk-adjusted return basis. For performance details please refer to the High Yield Program track record and chart of performance.

 
Learn More

If you are interested in learning more about either of our investment mangement programs please give us a call or send an email. You may contact Fritz Harnsberger directly at 805-969-9646.