Consistent with our AFG Hedge / Alternative strategy, we’ve added a new ETF to the portfolio at a 5% weighting. The Global X Funds Guru Holdings Index ETF, Symbol GURU tracks attractive investment opportunities from the Hedge Fund community, after applying a proprietary screening methodology. …read more »
Investment Management Services
Our "folio" model approach was developed four years ago by Doug Kinsey, who serves as AFG's Chief Investment Officer, and utilizes Folio Investing's innovative portfolio management platform to implement and track our clients' portfolios. Doug has over 25 years experience in financial services and investment management and views investment management as a process of preserving, then growing wealth.
New Addition to AFG Hedge
July 09, 2013
AFG Alternative is now AFG Hedge
February 22, 2013
I’ve changed the name of the Alternative Asset portfolio to better reflect it’s focus. With the somewhat recent addition of deep-value and special-situation stocks, it has become more closely correlated with the Hedge Fund universe. Also, some of my better ideas have come from Hedge …read more »
Position Focus – Primero Mining
February 21, 2013
Primero Mining is one of our commodity-based holdings that provides exposure to both silver and gold through a well-managed mining operation. We have held it in our Value Equity portfolio since December of 2011 and our Alternative Portfolio since August of 2012. I first discovered …read more »
Bonds: So Much More Dangerous Than You Think
February 14, 2013
I’m a big fan of Morgan Housel, of Motley Fool. This is a very interesting piece that he distributed on February 11. Bonds: So Much More Dangerous Than You Think …read more »
Berkshire Hathaway to buy Heinz for $23 Billion
February 14, 2013
As you may know, we have held the HJ Heinz Co in our Equity Income portfolio for quite some time. Today it was announced that Warren Buffet’s Berkshire Hathaway is buying Heinz for $23 Billion. The stock is up 20% on the news. It’s nice …read more »
The Fallacy of Predictions
February 05, 2013
One of the more interesting myths in the investment world is that large financial institutions, with their access to mountains of data pored over by teams of staff economists, can determine where the markets are going and profit accordingly. Gullible investors believe this even …read more »
Changes to the AFG Alternative Model
January 11, 2013
You may have noticed some recent changes to the holdings in the AFG Alternative Assets Model. This portfolio was designed to provide returns and volatility that are inconsistent with traditional equity and fixed income markets. As such, I have included holdings that are representative of …read more »
Interesting article in today’s WSJ regarding 3 of our holdings in the Cloud 9 Portfolio: Apple vs. Google vs. Facebook vs. Amazon – WSJ.com …read more »
Welcome to Artifex Folios!
November 30, 2012
I’m pleased to provide you with some introductory information on our proprietary investment models. This is a work in progress, as are all portfolios, but we work very hard to create lasting value for our clients. Take a few moments to get acquainted with our …read more »
AFG Hedge (Updated 2/18/2016)
November 30, 2012
The goal of the AFG Hedge portfolio is to provide an investor with a basket of non-correlated, low-volatility holdings to offset the higher fluctuations realized in the equity markets and with a secondary objective of replacing some of the characteristics of the bond market with …read more »
