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Tactical Investment Strategy

In high-risk markets, a tactical investment strategy attempts to protect capital by reducing equity exposure and investing in cash and cash equivalents.

Why Tactical Investing?

A Bear Market can have a deep impact on a portfolio. As losses grow, the return needed to break even compounds at an even faster rate. If you invested in the S&P 500 during the Financial Crisis Bear Market, you would have suffered losses of over 50%, which means you would need a 100% return in order to break even. Thus, a Tactical Portfolio aims to be lightly invested during Bear Markets.

On the other hand, a Tactical Portfolio aims to be invested in equities for significant price appreciation when risks have subsided.

If you suffered losses of over

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you would need a

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return in order to break even

Implementing a Tactical Approach

Our research team daily evaluates numerous technical, fundamental, and sentiment indicators to determine risk vs. reward within the market. Through this evaluation, we seek to reduce exposure prior to high-risk periods, such as the 2000-2002 Tech-Bubble and the 2008 Financial Crisis, while growing capital during low-risk markets.

Through the use of technical and fundamental research, we aim to identify investments that we believe have the most potential for growth within our clients’ portfolios.

Typical Market Cycle

Tactical & Fully Invested strategies aim to achieve superior returns.
Tactical Strategies aim to reduce equity exposure because of increased market volatility, while Fully Invested Strategies aim to achieve superior performance.
Tactical Strategies aim to protect capital, while Fully Invested Strategies aim to outperform the benchmark and remain exposed to the market.
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Our Tactical Investment Strategies

Premier Wealth Tactical Core
Aims to preserve capital during times of high risk through the use of cash and cash equivalents. Purchases ETFs believed to demonstrate significant growth appreciation potential. Utilizes both technical analysis and continuous fundamental research to achieve results.

Premier Wealth Tactical Core’s percentage invested in the stock market may vary substantially depending on Management’s judgment of the prevailing risks in the market.

When Management believe risks are low, it may increase equity exposure to take advantage of growth opportunities. When Management believe risks are high, all or a portion of the equity exposure may be moved to more stable short-term fixed income instruments and/or cash equivalents to protect capital.

In sum, Premier Wealth Tactical Core aims to protect your assets against the devastating impact of a Bear Market.





*Mutual funds may be purchased within this strategy if it is considered to be in the best interest of the client due to account size or to acquire money market alternatives.

Tactical Opportunity
Aim to identify individual stocks which have positive technical characteristics suggesting a short-term opportunity.

The strategy combines a group of stocks and exchange-traded funds (ETFs) from the entire universe of domestically traded investments. If the indicators dictate that risks are such that accounts can be fully invested, the strategy first looks to find individual stocks to purchase. If the strategy’s indicators do not identify enough stocks to purchase to be invested to the percentage level it is suggesting, then ETFs may be utilized to do so. Similarly, as the strategy identifies risks and a determination is made to decrease exposure to the equity market, individual stocks and ETFs may be sold.

While at times cash and cash equivalents may be utilized for a portion of the account with the goal of protecting capital, a portion of the equities typically found in the S&P 500 universe will typically stay invested at all times. Securities may be sold if they are not technically performing, potentially with the use of a trailing stop-loss.

Learn About Premier Wealth Tactical Core

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