Tactical Investment Models

 

Risk Managed Capital Appreciation 

 Risk Managed Capital Appreciation

Disciplined Balanced Growth

 Disciplined Balanced Growth

Tactical Aggressive Growth

 Tactical Aggressive Growth 

 
 Fact Sheets Updated June 30, 2016

Diversification comes in all different shapes and sizes. A decade ago diversification was accomplished by allocating investments based upon their Morningstar style box. Accounts had a couple of bond funds to balance out their large cap, mid cap, and small cap equities. Throw in some international exposure and if you really wanted to chase performance you would add a real estate fund. 

Over long periods of time this diversification can help smooth out returns and reduce overall portfolio volatility. However, when we see a broad market collapse like 2008 all of these investments move together: down. 

Because of the need to protect accounts for retirees and future retirees we have introduced our tactical investment models. The Risk Managed Capital Appreciation and Disciplined Balanced Growth models may be appropriate for investors who plan to retire in the next ten years and want to limit their downside exposure. The Tactical Aggressive Growth is intended for more aggressive clients looking to take advantage of momentum in the equity markets. You can click on the charts to the right to download the fact sheets for each model.


2016: A Successful Maiden Voyage

2016 saw quite a few interesting events in the U.S., and this held true for US equity markets as well.  All three major indices were in correction territory (down 10% or more) by February of 2016.  US markets experienced a shock the day of Brexit, only to rebound nicely in July.

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2016 Tactical Model Wrap-Up

As we enter the final month of 2016 we have much to be thankful for.  Far too often we measure our success or happiness by our financial success, and I am just as guilty as everyone else.  For quite some time, investors have been emotionally preparing for a significant drop in the stock market yet one has not materialized.

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Green Shoots for St. Patrick's Day

The markets have reacted positively to dovish comments by the Fed which indicate they will only look to raise rates twice this year.

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A significant risk of using market timing strategies based on technical analysis is that our analysis may not accurately detect anomalies or predict future price movements. Day-to-day changes in market prices of securities may follow random patterns and may not be predictable with any reliable degree of accuracy. The success of a short-term purchase strategy would be affected by whether can predict how financial markets will perform in the short-term, which may be very difficult and will incur a disproportionately higher amount of transaction costs compared to long-term trading. There are many factors that can affect financial market performance in the short-term (such as short-term interest rate changes, cyclical earnings announcements, etc.), but may have a smaller impact over longer periods of times. Investing in securities involves risk of loss of which you should be aware. We do not represent or guarantee that our services or methods of analysis can or will predict future results, successfully identify market highs or lows, or insulate you from losses due to market corrections or declines. We cannot offer any guarantees or promises that your financial goals and objectives will be met. Past performance is in no way an indication of future performance.

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