Tailwinds
Are you looking for more stability in your investment accounts but still want your account to grow when the market moves up?
Tailwinds Portfolio Overview
The Tailwinds portfolio is an investment strategy that took years of development and honing. The model seeks to take advantage of smooth upward market movement while protecting funds when the market crashes.
This portfolio does tend to struggle when the market experiences large, choppy swings for a long period of time. Thankfully, these types of choppy market conditions are rare.
In the past 10 years, the Tailwinds portfolio has shown the ability to beat buy-and-hold market returns while reducing the overall risk and drawdowns to the account.
What To know
Developed and refined over several years
Seeks to benefit from smooth upward market movement
Focuses on protecting funds during market crashes
These are the net results after fees and commissions.
Average Annual
Returns
Traditional Buy & Hold (S&P 500)
Tailwinds
1 Year
(2025)
15.8 %
1.5 %
5 Year
(2021-2025)
12.7 %
12.5 %
10 Year
(2016-2025)
13.3%
15.2 %
Average Annual Returns
Max
Drawdown
Traditional Buy & Hold (S&P 500)
Tailwinds
1 Year
(2025)
21.4 %
8.9%
5 Year
(2021-2025)
27.5 %
11.6 %
10 Year
(2016-2025)
35.6 %
11.6 %
Max Drawdown
Back-tested
Investment Considerations
Clients should keep in mind that past performance does not guarantee future results. While the results in the past 10 years have been splendid overall, there is no guarantee the next 10 years will beat the market or even be profitable. Clients will need to understand these risks and accept them before investing in the Tailwinds portfolio.
