Momentum Wealth Planning

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Portfolio Overview

Aggressive Portfolio Overview

Designed for clients seeking growth with an aggressive approach to risk.

Focused on generating portfolio income through a combination of hedged equity and covered call options strategies.

The Tactical Momentum Strategy blends risk management with growth opportunities, aiming to reduce the impact of market downturns while seeking to remain positioned to capture long-term gains.

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Portfolio Composition

How we manage the Aggressive portfolio

Equity

Allocates approximately 80% to equities, with the flexibility to reduce exposure during bear markets to manage risk effectively.

Options-Based Risk Management

Incorporates options strategies designed to help portfolios stay invested while seeking to reduce risk during market downturns and recessions.

Fixed Income

This portfolio may integrate bonds, treasuries, and preferred stock to support income generation and enhance overall portfolio income.

Covered Call Sub-Strategy

A covered call strategy utilizes options to manage risk and generate additional income by collecting premiums while maintaining an underlying equity position.

Cash

Maintains the ability to hold cash reserves as a defensive measure, aiming to mitigate losses during significant bear market conditions.

PORTFOLIO OVERVIEW

EQUITY

Allocates approximately 80% to equities, with the flexibility to reduce exposure during bear markets to manage risk effectively.

OPTIONS-BASED RISK MANAGEMENT

Incorporates options strategies designed to help portfolios stay invested while seeking to reduce risk during market downturns and recessions.

FIXED INCOME

This portfolio may integrate bonds, treasuries, and preferred stock to support income generation and enhance overall portfolio income.

COVERED CALL OPTIONS STRATEGY

A covered call strategy utilizes options to manage risk and generate additional income by collecting premiums while maintaining an underlying equity position.

CASH

Maintains the ability to hold cash reserves as a defensive measure, aiming to mitigate losses during significant bear market conditions.

Risk Management Process

Tactical Momentum Strategy Overview

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1. Asset Allocation

The balance between equities, fixed income, and cash that aligns with your goals and risk tolerance.

2. Trend Analysis

By analyzing trends, we can assess the market environment and make informed adjustments to align with opportunities or manage risks.

3. Manage Risk

By incorporating options strategies such as protective puts and covered calls, we aim to mitigate downside exposure while maintaining the potential for long-term growth.