Sentences with phrase «tactical portfolio»

However, based on the feedback MoneySense got from Preet Banerjee's article on Core and Explore investing, I suspect more investors — even occasional indexers — are much more active in making tactical portfolio adjustments.

Because the performance of each factor may vary in different economic cycles, single - factor strategies can be used to express tactical portfolio tilts.

As an industry, the ETF strategist space lacks standardization in terms of nomenclature — a so - called global tactical portfolio might not mean the same type of exposure to different strategists — as well as any sort of rating system that allows you to compare and contrast similar model portfolios from different providers.

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

What if, like some of my other momentum and tactical portfolios, we only held the ETFs in the portfolio when they were above their 10 month moving average?

In their tactical portfolios, they've dropped their equity exposure to 35 %.

What if, like some of my other momentum and tactical portfolios, we only held the ETFs in the portfolio when they were above their 10 month moving average?

Going into the Brexit vote, CFM's tactical portfolios were positioned to minimize the impact of an «out» vote.

A few comments specific to the tactical portfolio strategies managed by CFM.

When we were first developing algorithms, it quickly became clear that even holding commodities as part of a tactical portfolio does not enhance risk - adjusted returns.