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MICHAEL PENTO’S in the News
Mr. Michael Pento serves as the President and founder of Pento Portfolio Strategies. This Registered Investment Advisory Firm (RIA) is designed to operate like an actively managed fund, but without all the expenses associated with Hedge Funds. Our firm operates two distinct portfolios. The Inflation/Deflation and Economic Cycle Portfolio focuses on determining the location of the market across the five sectors between inflation/deflation and growth/recession.
The fund uses a proprietary macroeconomic model to move across the investment spectrum that is designed to profit from these macroeconomic shifts in the domestic and global economy. We think this model is superior to all others in that it allows the average investor the ability to have their money actively managed by professionals, without paying the unreasonable fees associated with active managers. And as an added bonus, you will also have direct access to both myself and my team via email or phone, so there will never be any walls between you and your money.
The Global Yield Portfolio is more static investment consisting of a basket of international ETFs and individual equities that display a history of increasing dividends, strong growth and low payout ratios. We charge one and a half percent per annum on Assets Under Management (AUM), with lower breakpoints depending upon the level of investment.

PENTO PORTFOLIO STRATEGIES INVESTMENT OVERVIEW

Pento Portfolio Strategies Important Disclosures
Past performance is no guarantee of future results. This white paper is intended to provide general information about PPS, its strategies, and its products. It is not intended to recommend any security, financial product, strategy or instrument. No mention of any strategy, product or security constitutes an investment recommendation by Pento Portfolio Strategies or Michael Pento.
No statement is intended to be an offer to or a provision of investment advice or opinion regarding the nature, potential, value, suitability, or profitability of any particular security, portfolio of securities, transaction, product, or investment strategy. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this presentation will be profitable, equal to any corresponding indicated historical performance level (s), or be suitable for your portfolio. Diversification and asset allocation do not ensure a profit or guarantee against loss. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from PPS, LLC, or from any other investment professional. Any investment decisions an investor makes should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, financial condition, and liquidity needs and any other information the investor can provide to their investment advisor. Investors should request Form ADV Part 2 for a complete description of Pento Portfolio Strategies services or go to www.adviserinfo.sec.gov.
Strategy Risks and Considerations The strategy discussed herein has a limited operating history that advisors and investors can use to evaluate past investment performance and also has a limited history of operating in a declining market. Thus, the Portfolio may not achieve its investment objective and the portfolio’s value may decrease. The portfolio will have a relatively high turnover, which could lead to high taxes for a taxpaying investor. Exchange Traded Funds, trade like a stock and there may be brokerage commissions associated with the transactions in the portfolio as well as other potential custodial costs if transactions costs are charged. While the performance presentation has attempted to quantify those, they could be materially higher in the future, which could result in lower returns to the investor. Typically, fees are generated on an asset under management basis calculation. ETFs may have underlying investment strategy risks similar to investing in commodities, bonds, real estate, international markets or currencies, emerging growth companies, or specific sectors.
Investors should carefully consider whether such trading is suitable for them in light of their financial condition. The portfolio will not perform the same as the benchmark over time and there is a significant risk of tracking error, particularly in markets that are flat but have some volatility around a reasonably flat market condition (i.e., choppy markets). In these cases, the portfolio may underperform the markets and such underperformance could be material.