TWM specialized tactical strategies are made up of index mutual funds and/or exchange traded funds (ETFs).
Strategies range from conservative to aggressive and take an active approach to invest in a number of different stock and bond markets.
Our tactical strategies are designed with four key guiding principles:
1) PROTECT AND RESPECT YOUR CAPITAL
Growth is important. However, the best foundational strategy may be to protect against large long-term loss. A 25% loss requires a 33% gain just to get back to break-even. While some fluctuation in value cannot be avoided, guarding against large long-term loss is possible. Show respect for your capital: consider moving to cash or a cash equivalent during major bear markets to as you strive to protect against major long term loss.
2) RECOGNIZE THE MAJOR MARKET TRENDS
Market leadership is unpredictable, but recognizable.
The market is dynamic, in constant flux. You cannot predict every twist and turn, but once a trend is identified, you can position accordingly. If you know what to look for, there are recognizable conditions behind the current perception, impending patterns that can develop into identifiable trends.
3) MOVE ASSETS UPON VERIFICATION, NOT PREDICTION
Making changes in portfolio allocations should be done only when major market trends so dictate, not on hunches or predictions, therefore avoiding the technical speculation of the typical, less desirable market timing approach.
4) CONTROL THE PROCESS
It's not what the investor wants, it's what the market does. Employing strategic allocation, the investor often hopes that the market will conform to his plan (the market is in control). With tactical allocation, one adjusts to changing market conditions (investor is in control).
We invite you to make a closer examination of our investment programs and the potential benefits of working with us.
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