According to the Study on Nonprofit Investing, nonprofits underperform common investment benchmarks year after year. Poor asset allocation decisions, selecting alternative investments, and high investment fees are some factors the study’s authors believe are driving underperformance.
Antigravity Investments helps charities match the investment performance of common benchmarks by investing in a globally diversified portfolio of low-fee index funds. We also specialize in developing investing strategies that take advantage of the zero-tax nature of nonprofit investing to earn higher expected returns than typical portfolios and indexes.
This report covers the historical performance of a balanced 60% stock portfolio of Vanguard funds, both with and without Antigravity Investments’s rebalancing optimization: Download Balanced Portfolio Report
This report covers the historical performance of Antigravity Investments’ stock market trend following strategy which has the objective of lowering the risk of stock market investing by switching out of poorly performing sectors of the economy as needed every month: Download Trend Following Report
This report covers the historical performance of Antigravity Investments’ asset class momentum strategy which has the objective of selecting the best global asset classes every month to maximize returns: Download Asset Momentum Report
Historical Returns for Stock Trend Following (Jan 2000–May 2020)
Historical Worst-Case Drop for Stock Trend Following (Jan 2000–May 2020)
Historical Returns for Asset Momentum (Jan 1998–May 2020)
Historical Worst-Case Drop for Asset Momentum (Jan 1998–May 2020)