Tactical Porfolio Manager
Advisor for divorce, loss of spouse
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100 to 300 individual holdings dilute potential for significant gains.
Concentration in max 30 positions when fully invested diversifies portfolio without sacrificing returns.
Immediate investment of new cash 100% into stock market.
Gradual investment of new capital into market at efficient buy points.
$100,000 minimum initial investment
High investment minimums that exceed $500,000
Market forecasting and prediction models
Buy and hold positions in all market cycles.
Objectively analyze market trends to determine allocation
No forecasting or predictions
Incorrectly place capital at risk and limit upside
Flexible investment policy allows for out performance in bull and bear market cycles.
Allocation rigid – benchmark limitations
Divorce and Loss of Spouse Expert
Sell Discipline: 8-15% maximum loss / Profit taking: sell profit at 25% gain