--- title: AFG Hedge (Updated 2/18/2016) description: 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 image: https://blog.artifexfinancial.com/hubfs/Images/graph.png --- [![](https://blog.artifexfinancial.com/hs-fs/hubfs/artifex%20logo%20color.jpg?width=72&name=artifex%20logo%20color.jpg "artifex logo color.jpg")](https://blog.artifexfinancial.com/)   - [Home](http://www.artifexfinancial.com) - [Blog](https://blog.artifexfinancial.com) - [Client Login](http://www.artifexfinancial.com/client-login/) - [Contact](http://www.artifexfinancial.com/contact/) Call Toll Free 855-PLAN OHIO - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [Home](http://www.artifexfinancial.com) - Personal Services - [Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/-2-0) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/-02) - [Business Services](http://www.artifexfinancial.com/biz-services) - [ESG / Impact](http://www.artifexfinancial.com/esg) - [About Us](http://www.artifexfinancial.com/about-us/-02) - [Doug Kinsey](http://www.artifexfinancial.com/dougkinsey2) - [Darren Harp](http://www.artifexfinancial.com/darrenharp2) - [Gerald Summers](http://www.artifexfinancial.com/jerrysummers2) - [Kevin O'Connor](http://www.artifexfinancial.com/kevinoconnor2) - [Alexander Browning](http://www.artifexfinancial.com/alexanderbrowning) - [Elizabeth Raby-Salinas](http://www.artifexfinancial.com/elizabethraby-salinas) - [Jansen Davidson](http://www.artifexfinancial.com/jansendavidson) - [Blog](https://blog.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) [![](https://blog.artifexfinancial.com/hubfs/Images/logoPhone.png)](http://www.artifexfinancial.com) - ![](https://blog.artifexfinancial.com/hubfs/Images/phone.png) - 855-752-6644 ![photoSec.jpg](https://blog.artifexfinancial.com/hs-fs/hubfs/Images/photoSec.jpg?width=1600&name=photoSec.jpg "photoSec.jpg") # Artifex Folios Durable Investment Portfolios Customized to Your Goals ## 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 an asset class that has similar historical risk and return statistics (but with possibly less of the risk of the current fixed income markets). Alternative / Hedge portfolios as an asset class are varied and difficult to define.  Examples are  precious and industrial metals, timber, agriculturals, mining companies, managed futures, hedge funds, long-short funds, opportunistic equity, deep-value equity, turnaround situations, buyout candidates, merger arbitrage, venture capital, private equity and real estate.  The two traits that alternative portfolios tend to share is an emphasis on alpha generation (through the experience and skill of the manager) and a tendency to provide returns that are either risk-offsetting or return-enhancing (or both).  Assets in these types of portfolios also tend to be good hedges against inflation. A simple diagram of [Alternative Assets](http://en.wikipedia.org/wiki/Alternative_asset) is provided here: [![](https://blog.artifexfinancial.com/hs-fs/hubfs/Images/graph.png?width=300&height=193&name=graph.png)](http://artifexfolios.com/afg-alternative/graph/) Our Hedge model is designed to take advantage of both non-correlated and return-enhancing holdings.  We believe that virtually every investor’s portfolio should have some exposure to this important asset class. The inception date of this model is 5/26/2010 and it has generated a total return of 32.52% vs. the IQ Hedge Multi-Strategy Tracker ETF of 19.46% since that date.  This model’s 1Y return (01/01/2016-12/31/2016)  was .64% vs. the benchmark index return of .74%. #### Model Risk Metrics as of 1/18/2017: Beta vs. S&P 500: 0.84 / Below Average Volatility / Absolute Risk: 12.23% / Below Average Dividend Yield: 4.66% ####  Representative Holdings: BX - Blackstone Group GURU - Global Top X GURU REZ - iShares Residential Real Estate   MOM - QuantShares US Market Neutral Momentum   ### Sign up to receive our blog posts ### Recent Posts ### Artifex Folios Portfolio Information [![](https://blog.artifexfinancial.com/hubfs/Images/logoNAPFA.gif)](http://napfa.org)[![Click for the BBB Business Review of this Financial Planning Consultants in Dayton OH](https://blog.artifexfinancial.com/hubfs/Images/blue-seal-200-42-artifexfinancialgroupllc-4430.png)](http://www.bbb.org/dayton/business-reviews/financial-planning-consultants/artifex-financial-group-in-dayton-oh-4430#sealclick) [![](https://blog.artifexfinancial.com/hubfs/Images/277913a6-258d-4ad9-960f-bd135d90d7df-1.png)](http://437a158b-19c6-435f-bee3-e85877009a64.mobapp.at?src=banners&p={t:180x150@64}) ### Quick Links - [Home](http://www.artifexfinancial.com) - [Contact](http://www.artifexfinancial.com/contact/) - [About Us](http://www.artifexfinancial.com/about-us/) - [Blog](https://blog.artifexfinancial.com) - [Wealth Management](http://www.artifexfinancial.com/wealth-management/) - [Personal Financial Planning](http://www.artifexfinancial.com/personal-financial-planning/) - [Artifex ESG Impact Investing](http://www.artifexfinancial.com/esg) - [Free Financial Planning Tools](http://www.artifexfinancial.com/free-financial-planning-tools/1) - [Client Login](http://www.artifexfinancial.com/client-login/-0) - [Compliance](http://www.artifexfinancial.com/compliance/-0) ### Contact Us **Artifex Financial Group** **Phone** 855-PLAN OHIO ( 855-752-6644 ) **Dayton Office** The Oakwood Building 2305 Far Hills Avenue, Suite 206 Oakwood, OH 45419 [Location map »](https://blog.artifexfinancial.com/locations#map-oakwood) **Cincinnati Office** Kenwood Center 8044 Montgomery Rd Suite 700 Cincinnati, OH  45236 [Location map »](https://blog.artifexfinancial.com/locations#map-cincinnati) **Columbus Office** Versa 1201 Dublin Road Columbus, OH 43215 [Location map »  ](https://www.artifexfinancial.com/locations/#map-columbus) **Los Angeles Office**WeWork Pacific Design Center - Red Building 700 N San Vicente Blvd, 7th Floor Los Angeles, CA. 90069 [Location map »  ](https://www.artifexfinancial.com/locations/#map-losangeles) [![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialFacebook.png)](https://www.facebook.com/pages/Artifex-Financial-Group-LLC/331487015638)[![](https://blog.artifexfinancial.com/hubfs/Images/iconsSocialTwitter.png)](https://twitter.com/artifexfg) [Privacy Statement and Legal Terms](https://blog.artifexfinancial.com/privacy/) | [Disclaimer](https://blog.artifexfinancial.com/disclaimer/) | [Compliance](https://www.artifexfinancial.com/compliance/-0) [FINRA](http://www.finra.org/) and [SIPC](http://www.sipc.org) © 2006 - 2026 Artifex Financial Group. 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