A growth-focused strategy with full equity exposure and momentum-driven stock selection, backed by a disciplined risk management framework.
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. During bear markets, the portfolio has the flexibility to shift to cash and defensive positions.
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.
See how the Moderately Aggressive Portfolio fits into your financial plan.
Schedule a Conversation