Embracing a Dynamic Approach
In the ever-changing world of investing, having a dynamic and adaptable approach can make all the difference. That's where our tactical investment strategy, Advance & Defend, comes in. It is a structured, rational, and data-driven methodology designed to capitalize on growth opportunities during rising markets while mitigating risks and exposure during market downturns.
Tactical Asset Allocation Explained
Unlike traditional strategic asset allocation, which focuses on determining ideal long-term allocation percentages for each asset class, our tactical asset allocation approach empowers us to actively adjust asset allocations across different categories. By seizing opportunities arising from market anomalies or the strength of specific sectors, we aim to enhance returns and navigate the investment landscape with versatility and adaptability.
Our process begins with thorough research, establishing clear investment objectives, and identifying a pool of potential investments from the global capital markets. We employ rigorous analysis and maintain a disciplined approach, leveraging the insights and expertise of unbiased, objective third-party sources and charting software that helps us employ technical analysis.
Investing with Data-Driven Insights
When it comes to identifying investment opportunities, we allocate capital exclusively to sectors and asset classes that demonstrate a confirmed uptrend and relative strength. Cash plays a strategic role as an asset class, helping us reduce volatility and potential losses. During advancing markets, we reduce our cash and short-term bond exposure, while in declining markets, we increase our allocation to these defensive assets.
To make informed investment decisions, we utilize proprietary metrics that assess both the absolute and relative strength of different market sectors and asset classes. This process offers valuable insights into identifying investments with higher potential for outperformance. We then opt for low-cost ETFs within commission-free accounts to minimize expenses and maximize returns.
Staying Vigilant with Ongoing Monitoring
Monitoring is a crucial aspect of our strategy. We continually review each investment and make tactical adjustments on a monthly and/or quarterly basis in response to changes in global capital markets, the business cycle, and specific sector or asset class performance. Our rules-based process removes subjective opinions and disregards market noise that can influence emotional decision-making.
Take the Next Step with Advance & Defend
While no strategy can guarantee profitability or complete protection against losses, the Advance & Defend tactical investment strategy is designed to invest in the strongest areas of the market during favorable conditions and move to cash or cash alternatives during periods of weakness or downturns. By maintaining a disciplined data-driven approach, we strive to help our clients navigate the ups and downs of the market and work towards their long-term financial goals.
If you're interested in learning more about how the Advance & Defend strategy can help you achieve your investment objectives, contact us today. Our team of experienced professionals is dedicated to providing you with the guidance and support you need to succeed in today's dynamic investment landscape.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Maverick Wealth Advisors are not affiliated companies.