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Tactical PowerPlay Equity

Philosophy

The Tactical PowerPlay Equity strategy is a portfolio of specialty ETFs that filters stocks based on value, momentum, volatility, and quality factors.

The strategy’s objective is to track and possibly outperform the Russell 3000.

Methodology

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 Tactical PowerPlay Equity strategy should be used as a complementary equity allocation in a qualified account.

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

Investor Profile

Tactical Power Play Equity is suitable for aggressive 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 the Tactical Diversifiers strategy to attempt to lower that risk.

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