Tactical ETF Strategy (Aggressive)
Our Tactical ETF Strategy is volatile, for too volatile for an entire portfolio, but it is an excellent component for aggressive investors. Tactical is designed to perform well in both Up and Down Markets. This Strategy resulted from merging two other Strategies at the beginning of 2019, and it has a simple and nimble objective and operation. The Strategy is a long - short strategy that shorts using Market Based ETFs only, which makes the strategy okay for IRAs and Qualified Plans. In 2019 the Tactical ETF Strategy returned 29%, keeping up with the Market during a Bullish Environment.
Then, in March 2020, when the Corona Crash hit and the S&P was down by 16%, Tactical was up by 16%, a 32% difference, which Hedgeco condidered to be the second best performing strategy globally for the Month of March. Tactical is an aggressive strategy, it has more volatility, but it adds alpha, and offers exceptional balance when used in conjunction with our CORE Portfolio Strategy. It has demonstrated an ability to work well in up and down markets, and has outperformed the S&P 500.
Past performance is no guarantee of future results. Substantial losses can come from investing in the Stock Market. Consult with your Financial Advisors before making any decision to invest. Performance results shown here come from actual managed accounts that participate in these strategies, taken from their brokerage accounts directly, and these have not been verified by third parties. Equity Logic Makes no claims or validations pertaining to the rankings provided by third parties.