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Core Equity


The Core Equity strategy is a globally diversified equity allocation. The strategy uses low-cost broad ETFs. Its objective is to track the performance of the FTSE Global All Cap Index.


The allocation is constructed as soon as the account is funded without timing consideration. A rebalance is triggered when cash is added to the account or when one of the positions has drifted more than 20% from its targeted allocation. We maintain the accounts allocated to this strategy by ensuring that its allocation is in line with its target.

Financial Plan Fit

The Core Equity strategy should be used as a basic equity allocation in either a qualified or a non-qualified account. Its ETF structure and passive nature make it tax-efficient.

The strategy can be added to Tactical Equity, Tactical Mega Trends Equity, Tactical PowerPlay, Tax Grinder and/or Tactical Opportunistic to form a diversified equity allocation.

Investor Profile

Core Equity is suitable for investors seeking long-term capital appreciation. Since it holds equity-based investments, it faces stock market risk. Based on the investor’s risk profile and the account type, the strategy may be combined with either the Tactical Diversifier or the NQ Diversifiers strategies to attempt to lower that risk.

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