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Tactical Mega Trends Equity


The Tactical Mega Trends Equity strategy is a portfolio of thematic and specialty industry ETFs that are risk-managed. We select the targeted industries based on their powerful and transformational capabilities that could change the global economy, business, and society.

The strategy considers market trends and momentum to attempt to lower stock-market risk by lowering the allocation to securities that display weak market movement.

Here is the list of industries we are currently tracking:

Cyber Security

Green Energy

Bitcoin & Blockchain Companies

Agriculture Technology

Space Exploration

Water Resources

Autonomous & Electric Vehicles

Alternative Harvest

Lithium & Battery Technology


Online Shopping


Video Games & e-Sports

Robotics & Articial Intelligence

Data & Infrastructure Real Estate

Chinese Consumer

Industrial Real Estate

Emerging Markets e-Commerce

The strategy’s objective is to track and possibly outperform the FTSE US All Cap Choice Index, which is designed to help investors align their portfolios with their individual values by selecting companies based on the impact of their conduct and products on society and the environment.


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. 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 Mega Trends Equity strategy should be used as a main or complementary equity allocation in a qualified account.

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

Investor Profile

Tactical Mega Trends Equity is suitable for investors seeking long-term capital appreciation. Although the strategy aims to lower market risk through its tactical approach, it still faces stock market risk. Based on the investor’s risk profile, the strategy may be combined with the Tactical Diversifiers strategy to attempt to lower that risk.

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