Sabinal EQUITY Portfolios

We have two investment portfolios available. Both Portfolios will use a combination of cash, equities, ETFs, and options on equities and ETFs. We plan to use cash as a strategic investment and the Portfolios may have a substantial cash position many times during the year. Both Portfolios use short-term investment strategies. Sabinal Capital does not take any tax consequences into consideration in the management of the two Portfolios. Both Portfolios will employ strategies that are allowed in tax-qualified accounts. Mike Turner is the Portfolio Manager of both Portfolios.

1. The Equity Total Return Portfolio is structured to be the least aggressive of the two portfolios. In this Portfolio, we will invest mainly in covered calls, though we may also invest in equities and naked call or put options. We will not sell short in the portfolio, however we may buy inverse ETFs if we believe that is the correct investment. The minimum investment in this account is $100,000.00.
2. The Aggressive Global Return Portfolio is structured to be very aggressive in its use of options as a strategy to achieve maximum leverage. Most every trade is expected to be a naked call or put option. The draw down on this account may be considerable. Sabinal Capital has created a special risk disclosure statement outlining all of the risks in the management of this Portfolio. This disclosure statement is sent to all potential clients of this Portfolio and is also available upon request. The minimum initial investment in this account is $100,000.00 with a total investment commitment of $500,000.00 within the first year that the account is opened. Full details are available upon request.

Both Portfolios charge a wrap-fee for the management and execution of trades within the Portfolios. Please contact Sabinal Capital for complete details.