Momentum and tactical model portfolios

Moderate · 1–8 Weeks

This large-cap rotation approach compares strength within a group of major companies. Familiarity with a business does not establish that it retains a place in the portfolio.

Aggressive · 3–18 Months

This concentrated approach looks for company-specific catalysts and valuation dislocations. The case depends on an identifiable path from an event to shareholder value.

Aggressive · 1–5 Trading Days

This short-horizon ETF strategy reassesses tactical setups and can remain in cash when conditions do not meet its approach.

Aggressive · 1–12 Months

This approach keeps flexibility for declines in growth businesses and can build exposure in stages. The distinction between a price setback and a damaged thesis matters.

Moderate · 1–12 Months

This approach uses evidence about the index trend and market conditions to determine exposure. Its portfolio behavior depends on how it responds when the trend changes.

Moderate · 3–30 Trading Days

This pullback approach looks for setbacks in large businesses beyond the most obvious giants. It evaluates the opportunity for a recovery over a shorter horizon.

Conservative · 3–30 Trading Days

This statistical reversion approach evaluates how far prices have moved from recent norms across its permitted stocks and funds.

Moderate · 1–8 Weeks

This approach combines a business-quality filter with evidence about price strength. Selection and entry timing play different roles.

Moderate · 3–30 Trading Days

This strategy evaluates shorter setbacks in growth and quality businesses and looks to reuse capital as opportunities change.

Moderate · 1–12 Months

This approach ranks permitted companies by relative price strength and uses the ranking as a basis for changing the portfolio.

Moderate · 1–12 Months

This concentrated sector approach evaluates participation and leadership across the market rather than selecting individual companies solely on their fundamentals.

Aggressive · 1–8 Weeks

This approach compares sector leadership and reallocates among sector exposures as relative strength changes.

Aggressive · 1–8 Weeks

This semiconductor strategy combines a focused industry universe with evidence about relative strength and persistent trends.

Aggressive · 1–8 Weeks

This approach evaluates strength and participation in smaller-company stocks and related permitted exposures.

Moderate · 3–30 Trading Days

This reversion approach seeks smaller price dislocations in comparatively steady names while retaining flexibility in reserves.

Aggressive · 1–12 Months

This approach varies growth exposure with its assessment of market conditions, combining selection with a willingness to change posture.

Aggressive · 1–8 Weeks

This approach compares price leadership across thematic funds and rotates exposure as the favored themes change.

Moderate · 1–12 Months

This approach adjusts exposure as volatility changes. The central decision is how much risk to hold, rather than predicting a single company's outcome.