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Tactical Opportunistic


The Tactical Opportunistic strategy is an undiversified strategy that is unconstrained by having to invest within an asset class.  The strategy uses specialty and targeted ETFs to pinpoint areas of opportunity we want to invest in based on the current Macroeconomic environment. Tactical Opportunistic consists of our best investment ideas.

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 outperform the performance of the FTSE Global All Cap Index over the long term. 


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 intend to replace a security that has lost its upward trend with another security through a systematic transition.

Financial Plan Fit

Tactical Opportunistic should be used as a complementary allocation in a qualified account.

It can be added to Tactical Equity, Tactical Mega Trends Equity, and/or Core Equity to help increase performance while increasing diversification.

Investor Profile

Tactical Opportunistic 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.

Get started today. Learn about our Introductory Meeting