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 equity allocation with the flexibility to reduce exposure during bear markets. Seeks to participate in long-term market growth.
Fixed-income allocation aimed at providing income generation and seeking to reduce overall portfolio volatility.
Protective puts and covered calls designed to help the portfolio stay invested while seeking to reduce risk during downturns and recessions.
A focused sub-strategy that selects a curated group of high-momentum stocks, seeking to offer growth potential relative to the broader market.
Ability to hold cash reserves as a defensive measure during significant bear market conditions, seeking to help preserve capital.
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 equity allocation with the flexibility to reduce exposure during bear markets. Seeks to participate in long-term market growth while using trend signals to help inform positioning.
Incorporates options strategies designed to help the portfolio stay invested while seeking to reduce risk during market downturns and recessions.
A focused sub-strategy that selects a curated group of high-momentum stocks, seeking to offer growth potential relative to the broader market.
Ability to hold cash reserves as a defensive measure during significant bear market conditions, seeking to help preserve capital.
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 equity allocation with the flexibility to reduce exposure during bear markets. Seeks to participate in long-term market growth while using trend signals to help inform positioning.
Incorporates options strategies designed to help the portfolio stay invested while seeking to reduce risk during market downturns and recessions.
A focused sub-strategy that selects 5 high-momentum stocks monthly, seeking to offer growth potential relative to the broader market.
Approximately 13 individual stocks selected for their momentum characteristics, seeking enhanced growth potential and the opportunity to outperform broader market indices.
Ability to hold cash reserves as a defensive measure during significant bear market conditions, seeking to help preserve capital.
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 equity allocation with the flexibility to reduce exposure during bear markets. Seeks to participate in long-term market growth while using trend signals to help inform positioning.
Bonds, treasuries, and preferred stock aimed at providing income generation and seeking to reduce overall portfolio volatility.
Seeks to collect premiums by writing covered calls on underlying equity positions, aiming to generate additional income while maintaining the core equity allocation.
Incorporates protective puts designed to help the portfolio stay invested while seeking to reduce risk during market downturns and recessions.
Ability to hold cash reserves as a defensive measure during significant bear market conditions, seeking to help preserve capital.
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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