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.
Trend monitoring across multiple timeframes.
Protective puts and covered calls that seek to reduce downside exposure.
Momentum-driven stock selection targeting high-conviction opportunities.
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.
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-10 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.
Full equity allocation seeking to maximize growth potential.
Protective puts and covered calls that seek to reduce downside exposure.
Momentum-driven stock selection targeting high-conviction opportunities.
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.
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 a larger allocation to momentum. It leans more heavily on our M-10 momentum engine than our other models, concentrating a greater share of the portfolio in the strongest high-momentum names. The Tactical Momentum Strategy still aims to reduce the impact of downturns through options overlays and trend analysis, while seeking to remain positioned for long-term participation.
A greater share of the portfolio in high-momentum names, for maximum growth potential.
Protective puts and covered calls that seek to reduce downside exposure.
Our momentum engine, weighted more heavily here than in any other model.
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.
Our momentum engine, weighted more heavily in this model than in any other — selecting the strongest high-momentum names each month for more concentrated growth potential.
Ability to hold cash reserves as a defensive measure during significant bear market conditions, seeking to help preserve capital.
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.
Covered call premiums seeking to generate consistent portfolio income.
Protective puts that seek to reduce downside exposure during downturns.
Bonds, treasuries, and preferred stock aiming to provide stability and yield.
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.
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 match a model to your goals and risk tolerance — no pressure, no obligation.
Schedule a Conversation →