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Tactical Diversifiers


The Tactical Diversifiers strategy is a mix of equity-market-uncorrelated securities that are risk-managed. The strategy uses low-cost diverse bonds, preferred stocks, and commodities ETFs to help pinpoint possible tactical opportunities. Tactical adjustments may be performed to tilt or reallocate the portfolio to take advantage of possible opportunities or reduce risk.

The allocation may be tilted towards specific securities that we feel may benefit from the current macroeconomic environment. The strategy also considers market trends and momentum to attempt to lower market risk by lowering the allocation to securities that display weak market movement.

The strategy’s objective is to provide income and attempt to lower stock market risk within a diversified portfolio.


At the onset of the account, allocating to the strategy is done carefully by avoiding an immediate addition to what we characterize as overbought securities. Based on macro-economic growth and inflation conditions, we may tilt the portfolio towards one of four pre-conceived allocations. Position rebalancing is triggered tactically when market indicators signal overbought/oversold conditions. We also consider other market indicators to attempt to learn when a security may have changed its trend. We maintain the accounts allocated to this strategy by ensuring that its allocation is in line with its targeted allocation.

Financial Plan Fit

The Tactical Diversifiers strategy may be used as a main or complementary diversifying allocation in a qualified account.

Investor Profile

Tactical Diversifiers is suitable for investors seeking income and capital preservation. Although the strategy aims to lower interest rate and inflation risks through its tactical approach, based on the investor’s risk profile, the strategy may be combined with equity strategy(ies) to attempt to lower that risk.

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