Conservative Tactical Growth Portfolio
The Conservative Tactical Growth Portfolio is designed for investors who seek the upside potential of sector rotation into domestic stocks coupled with defensive bond fund management. This actively managed portfolio will rotate 50% of the assets amongst domestic sector and index funds, broad asset class funds, and fixed income funds. The rotating portion of the portfolio consists of a maximum of 10 funds from a universe of at least 25 funds. The remaining 50% of the assets will be defensively invested in bond funds and accompanied by our proprietary risk-reducing system that moves assets to money market funds when necessary. This portfolio has the ability to invest up to 80% of its assets in fixed income funds. The universe of funds may consist of open-ended mutual funds, exchange traded funds, or variable insurance sub-accounts. The Conservative Tactical Growth Portfolio is designed to create a risk level below that of the S&P 500. It is appropriate for investors with a relatively low risk tolerance and a time horizon of three years or longer. It is an excellent choice for the investor seeking a safe haven in a turbulent world, but still desires upside potential.
Click here for additional information. (PDF)
