targetdrawdown.thecabanagroup.comThe Cabana Group – Information about our investment approach, fact sheets, and portfolio performance

. × Search Form CRSForm CRS Contact LoginLoginFinancial Professionals Target Drawdown Series Professional Series SMAs – Performance ETFs CITs Investment Philosophy Allocation History FAQs Other Products & Services Cabana Black Hedge Fund Target Income Portfolio Family Office Financial Planning Tax Planning Estate Planning Retirement Planning Resources Blog Market Commentary White Papers Upcoming Events AboutOur Team Awards In the News Press Releases Contact Us Work with Us Work with Us × Change the way you delight your clients. Financial Advisors Stop fearing your future and start designing it. Individual Investors Fact Sheets Find the latest fact sheets for each of Cabana’s investment strategies. Cabana’s Multi-Strategy Series is built with the goal of providing tax-efficient portfolios that we believe will be responsive to changes in the macro-economic cycle while remaining invested and being resistant to whipsaw during volatile markets. Stay Invested – Responsive – Resilient - Tax-Efficient The Multi-Strategy series is built using a combination of all three of Cabana’s core investment strategies: the Target Drawdown strategy, Target Leading Sector strategy and our newest strategy, Target Beta. This combination provides exposure to both active management and traditional allocation models. The Multi-Strategy Portfolios aggregate actively-managed Cabana ETFs with differing weightings to provide solutions across the suitability spectrum ranging, from conservative to aggressive. Multi-Strategy Fact Sheets Access each of our Multi-Strategy Professional Series fact sheets below. Multi-Strategy Conservative View Fact Sheet Multi-Strategy Moderate View Fact Sheet Multi-Strategy Growth View Fact Sheet Multi-Strategy Aggressive View Fact Sheet We combine technology, solid economic principles and real-time data to offer advisors and investors a consistent and disciplined investment approach in our Target Drawdown Series. Risk Management First The Target Drawdown Series numerically quantifies acceptable levels of risk by identifying a target drawdown” percentage at the onset of the investment process. The portfolios are constructed with the primary goal of minimizing losses where possible, and especially losses that exceed the applicable target drawdown parameter of each portfolio. This investment philosophy allows clients to remain fully invested at all times, set expectations for loss and actively participate in favorable market conditions. Target Drawdown Fact Sheets Access each of our Target Drawdown Series fact sheets below. Target Drawdown 5 View Fact Sheet Target Drawdown 7 View Fact Sheet Target Drawdown 10 View Fact Sheet Target Drawdown 13 View Fact Sheet Target Drawdown 16 View Fact Sheet August 31, 2020 was the final factsheet update for the Target Drawdown Efficient 10. On or around October 16, 2020, the Target Drawdown Efficient 10 was formally retired and formally transitioned to the Target Drawdown Professional 10. NOTE: These two portfolios have been identically allocated since March 20, 2020. Retired factsheets for any of Cabana’s current or former portfolios are available upon request. Please contact info@thecabanagroup.com.Cabana’s Target Beta Series seeks to reduce costs and whipsaw associated with more active management through using a semi-active, tactical process whereby Cabana’s Cyclical Asset Allocation Algorithm ("CARA") seeks to identify macro changes in the economic cycle and allocate investment to the assets that perform relatively well at the identified point in the cycle. Risk Management First The Target Drawdown Series numerically quantifies acceptable levels of risk by identifying a target drawdown” percentage at the onset of the investment process. The portfolios are constructed with the primary goal of minimizing losses where possible, and especially losses that exceed the applicable target drawdown parameter of each portfolio. This investment philosophy allows clients to remain fully invested at all times, set expectations for loss and actively participate in favorable market conditions.Target Beta Fact Sheets Access each of our Target Beta Series fact sheets below. Target Beta 35 View Fact Sheet Target Beta 50 View Fact Sheet Target Beta 70 View Fact Sheet August 31, 2020 was the final factsheet update for the Target Drawdown Efficient 10. On or around October 16, 2020, the Target Drawdown Efficient 10 was formally retired and formally transitioned to the Target Drawdown Professional 10. NOTE: These two portfolios have been identically allocated since March 20, 2020. Retired factsheets for any of Cabana’s current or former portfolios are available upon request. Please contact info@thecabanagroup.com.The Target Income portfolio seeks to provide consistent income to investors through the receipt of dividends and bond interest paid by the portfolios’ underlying holdings. The portfolio is all asset and comprised of entirely of ETFs. Target Income Fact Sheet Access the Target Income fact sheets below. Target Income Portfolio View Fact Sheet Invest Target Drawdown Professional Series Performance The Process Allocation History FAQ Connect with us Plan Financial Planning Estate Planning Retirement Planning Consulting Resources Blog Market Commentary White Papers Upcoming Events AboutOur Team Awards In the News Press Releases Contact Us Work with UsChange the way you delight your clients. Financial Advisors Stop fearing your future and start designing it. Individual Investors Independent Verifier’s Report on GIPS® Compliance Terms Privacy Disclaimers info@thecabanagroup.com (479) 442-6464 Investment advisory services provided by Cabana LLC, an SEC registered investment adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding Cabana LLC including its fees, can be found in Cabana’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov. Cabana claims compliance with the Global Investment Performance Standards (GIPS®). To receive a GIPS Report and/or a list of composite descriptions please email your request to info@thecabanagroup.com. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Legal services offered through Cabana Law Group dba Prevost, Shaff, Mason & Carns, PLLC in the state of Texas. Insurance and annuity products offered through Cabana Financial. Past performance is no guarantee of future results. © 2024 The Cabana Group, LLC. All rights reserved. We use cookies to improve your experience, analyze site traffic, personalize content, and serve targeted advertisements. By continuing to use this site, you consent to our use of cookies. Learn more Ok with...