Four portfolio models built on our Tactical Momentum Strategy. Select a portfolio below to see the details.
The Tactical Momentum Strategy seeks to blend risk management with growth potential. We use trend analysis and options strategies that aim to reduce the impact of market downturns while seeking to remain positioned for long-term participation. During bear markets, we have the flexibility to reduce equity exposure and increase defensive positions.
Five components working together.
Core stock exposure with flexibility to reduce during bear markets.
Bonds and treasuries for income and stability.
Protective puts and covered calls to limit downside during downturns.
Top 5 momentum stocks selected monthly by our scoring model.
Flexibility to move to cash when market conditions deteriorate.
A disciplined, repeatable process.
We set the balance between equities, fixed income, and cash to align with your goals and risk tolerance.
We analyze market trends across multiple timeframes to assess conditions and make informed adjustments.
We incorporate options strategies such as protective puts and covered calls that seek to mitigate downside exposure while aiming to maintain growth potential.
This portfolio seeks to maximize growth potential through full equity exposure, combined with momentum-driven stock selection via our M-5 sub-strategy. The Tactical Momentum Strategy aims to reduce the impact of market downturns through options overlays and trend analysis, while seeking to remain positioned for long-term participation.
Four components working together.
Full stock exposure with flexibility to reduce during bear markets.
Protective puts and covered calls to limit downside during downturns.
Top 5 momentum stocks selected monthly by our scoring model.
Flexibility to move to cash when market conditions deteriorate.
A disciplined, repeatable process.
We set the balance between equities and cash to align with your goals and risk tolerance.
We analyze market trends across multiple timeframes to assess conditions and make informed adjustments.
We incorporate options strategies such as protective puts and covered calls that seek to mitigate downside exposure while aiming to maintain growth potential.
This portfolio seeks to maximize growth potential through full equity exposure and concentrated individual stock positions. It combines our M-5 momentum strategy with the Baker's Dozen — approximately 15–20 individual momentum stocks selected for their potential to outperform broader market indices.
Five components working together.
Full stock exposure with flexibility to reduce during bear markets.
Protective puts and covered calls to limit downside during downturns.
Top 5 momentum stocks selected monthly by our scoring model.
~13 individual momentum stocks for concentrated growth potential.
Flexibility to move to cash when market conditions deteriorate.
A disciplined, repeatable process.
We set the balance between equities and cash to align with your goals and risk tolerance.
We analyze market trends across multiple timeframes to assess conditions and make informed adjustments.
We incorporate options strategies such as protective puts and covered calls that seek to mitigate downside exposure while aiming to maintain growth potential.
This portfolio seeks to generate income while maintaining equity exposure. The covered call sub-strategy aims to collect premiums on underlying equity positions, seeking to provide a consistent income stream. Combined with fixed-income holdings and our Tactical Momentum Strategy, the portfolio aims to balance income generation with risk management.
Five components working together.
Core stock exposure with flexibility to reduce during bear markets.
Bonds, treasuries, and preferred stock for income and stability.
Write calls on holdings to generate premium income.
Downside protection during market downturns and recessions.
Flexibility to move to cash when market conditions deteriorate.
A disciplined, repeatable process.
We set the balance between equities, fixed income, and cash to align with your goals and income needs.
We analyze market trends across multiple timeframes to assess conditions and make informed adjustments.
We incorporate options strategies such as protective puts and covered calls that seek to mitigate downside exposure while aiming to generate income.
We'll help you find the right portfolio based on your goals and risk tolerance.
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