NDAQ3 is a simple and easily-implemented ETF (exchange-traded fund) strategy that allows moderate to aggressive investors to profit in bull markets while sidestepping bear markets. We use our proprietary trading algorithm to determine entry and exit rules, investing in the top three sectors of the NASDAQ index. With a maximum of three holdings at a time, this strategy is low-risk and built for sustained growth.

Why you need this strategy: NDAQ3 can be used as a standalone portfolio or within an allocation and is specifically designed for ETF investors who desire simple, growth-oriented strategies they can implement today with downside protection.

As much as we would like, we can't beat every market all the time in real return, but our Tactical Balanced strategy is superior on a risk-adjusted basis.  

Build a multi-asset balanced portfolio to enhance performance while diversifying beyond the traditional 60/40 blend.  Adding our risk overlay to the entire portfolio helps avoid major market downturns.

This strategy can be used as a CORE holding for most investors aiming to smooth out market volatility while producing positive returns.

Fear not the Fear Index. Designed for the moderate to aggressive investor who is comfortable with volatility, the VIX strategy enhances your portfolios by trading with and against the Volatility Index (VIX). Using our quantitative and technical analysis-driven algorithm, this strategy utilizes a long or short position based on market volatility, with up to just three holdings at a time.

Why you need this strategy: This exchange-traded fund (ETF) strategy can be used as a standalone portfolio or within an allocation. It has shown historical outperformance of the S&P 500 and you can benefit when the market gets volatile.
 

The objective of the Directional strategy is to enhance other portfolios by outpacing in up markets while seeking to profit in down markets as well.

Using a quantitative, technical analysis driven model invested in either 2x long the S&P or a single short the S&P. This strategy uses an algorithm to seek outperformance.

A small allocation for moderate to aggressive investors who desire outperformance in both bull and bear markets.

Exchange-traded fund (ETF) investors looking for the perfect mix of fixed income and equity can benefit from the Dynamic Income strategy. Designed for growth, this strategy uses a fixed income model that provides equity-like returns while outperforming traditional fixed income. With up to 8 fixed income ETFs and a tactical overlay, this strategy has the ability to move in and out of the correlated markets, at times having substantial cash holdings.

Why you need this strategy: Trading monthly. This strategy includes downside protection and is specifically designed for conservative to moderate investors looking for sustained growth.

Growth can happen all around the world at different times.

The objective of this strategy is to invest in Emerging Countries ETFs using a tactical approach with trend following and relative strength disciplines.  While trying to offer downside protection by incrementally going to cash or cash equivalents as market risk becomes excessive.

The objective of EC is to exploit intermediate-term trends in emerging markets while seeking to limit risk.  EC invests in emerging country ETFs, and will employ a risk overlay allowing the portfolio to go to cash/money market during adverse market conditions to preserve assets.  Creating specific entry/exit rules adds value by limiting the drawdown on individual ETF holdings.  The portfolio can have substantial cash holdings at times.

Built for the ETF (exchange-traded fund) investor with a low to moderate risk appetite, Risk Managed Sectors (RMS) is an investment strategy proven to outperform the S&P 500 with only about half the risk. The goal is to exploit intermediate-term trends in the US equity market while seeking to limit risk, therefore driving growth without major losses. RMS is invested in domestic equity sector ETFs and will employ cash positions during adverse market conditions to preserve assets. This portfolio can at times have substantial cash holdings.

Why you need this strategy: Whether used as a standalone portfolio or within an allocation, this investment strategy uses our proprietary trading algorithm to determine entry and exit rules and limit losses.