Performance Snapshot: Global Balanced Series Through August 31, 2025
Sep 11, 2025
Global Balanced Series
A Disciplined Global Balance of Tactical Income and Passive Equity.
Tactically Managed Fixed Income
The fixed income portion of the Global Balanced Portfolios is managed tactically and seeks opportunities across the full fixed income spectrum, including these bond categories:
- Investment Grade
- High Yield
- Taxable
- Municipal
- Developed Markets
- Emerging Markets
- Corporate Bonds
- Sovereign Bonds
- Preferreds
- Convertibles
- Floating Rate
Passively Managed Equity
The equity portion of the Global Balanced Portfolios is managed passively through low-cost, index-oriented funds. The equity funds seek opportunities across both domestic and international stocks providing global diversification.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Our aim is to grow client wealth by focusing on the following objectives:
1
Participate opportunistically in global investment uptrends.
2
Use a tactical discipline to help limit downside risk.
Serving clients
for 35+ years.
SUITABLE FOR
THE CONSERVATIVE GROWTH INVESTOR:
The greater emphasis on tactically managed fixed income shifts focus towards wealth preservation and opportunistic upside participation while still maintaining exposure to global stocks.
View AllocationsGLOBAL BALANCED
40-60 PORTFOLIO
SUITABLE FOR
THE MODERATE INVESTOR:
The balance of global stocks and tactically managed fixed income seeks to provide growth during bull markets while focusing on risk mitigation during bear markets.
View AllocationsGLOBAL BALANCED
50-50 PORTFOLIO
SUITABLE FOR
THE MODERATE GROWTH INVESTOR:
Greater exposure to the growth opportunities of global stocks while remaining opportunistic with tactically managed fixed income.
View AllocationsGLOBAL BALANCED
60-40 PORTFOLIO
Small Cap Index Fund
S&P 500 Index Fund
International Stock Index Fund
Ocean Park Tactical All Asset Fund (SIRRX)
Ocean Park Tactical Core Income Fund (SSIRX)
These two Ocean Park Mutual Funds are incorporated in the above circular charts, as indicated by their corresponding colors.
Ocean Park Global Balanced Portfolio Series holdings are subject to change and are rebalanced quarterly. Investors should review suitability with a financial professional before selecting any Ocean Park model for investing.
Small Cap Index Fund
S&P 500 Index Fund
International Stock Index Fund
Ocean Park Tactical All Asset Fund (SIRRX)
Ocean Park Tactical Core Income Fund (SSIRX)
The Ocean Park Global Balanced Series has two objectives: to provide total return and to limit exposure to downside risk.
The Series consists of diversified multi-asset portfolios designed for investors ranging from moderately conservative to moderate risk profiles.
The Series combines passively managed equity index funds with tactically managed affiliated multi-asset and fixed income funds. Tactically managed affiliated funds seek to participate opportunistically in global investment uptrends, while aiming to limit downside risk using proprietary rules-based discipline.