Methodology
Tactical Momentum Strategies. Each of the four underlying strategies uses a rules-based tactical momentum algorithm
to evaluate a set of candidate ETFs at each month-end, wherein the trend leader of each is selected to be a member
of the model’s Portfolio for the subsequent month. Candidate ETFs are defensive ETFs vs equity ETFs.
Construction
Tactical Momentum Strategies. Each of the four underlying strategies uses a rules-based tactical momentum algorithm
to evaluate a set of candidate ETFs at each month-end, wherein the trend leader of each is selected to be a member
of the model’s Portfolio for the subsequent month. Candidate ETFs are defensive ETFs vs equity ETFs.
Application
This Portfolio is designed for the ##TYPE## portions of an investment portfolio.
Note: Momentum is not always present in equity markets. Economic, bureaucratic, and social responses
to inflation, politics, and pandemics can disrupt momentum in otherwise orderly markets that is required to achieve profitable trading.