There is a saying, “There is always a bull market somewhere.” With today’s broad array of exchange-traded fund (ETF) choices, we can now profit from this statement.
Using the techniques discussed in Vomund’s best selling ETF Trading Strategies Revealed book, the Tactical Allocation Portfolios program rotates to leading sector, country, commodity, currency, and inverse ETFs. This is not a diversified program. Instead, only the leading market segments are held in the portfolio.
During bullish equity markets, this portfolio will rotate to the sectors or countries performing best. When stocks are weak, the rotation may be to areas that move independent or even inverse the stock market. Because of its flexibility, this “all weather” portfolio can do well even when stocks fall.
Our closest competitors are hedge funds. Here are our advantages:
- Our client contract is short and easy to understand. You won’t need to hire an attorney to read a lengthy contract.
- We trade your account at Fidelity Investments. We do not take possession of your funds. You can monitor your portfolio at Fidelity’s web site.
- Unlike most hedge funds, there is no fee on profits.
Tactical Allocation Management
Fees:
| Account
Value |
Annual
Fee |
| Under
$1 Million |
1.8% |
| Over $1 Million |
1.5% |
The minimum
account size is $100,000.
|