Tactical Asset Allocation (TAA) Portfolio Series
Tactical ETF Portfolios | Minimum: $5,000 | Manager: Don Moenning | Info Sheet (PDF)
TAA Conservative
The Tactical Asset Allocation (TAA) Conservative portfolio is a risk-managed, tactical portfolio designed to provide an appropriate asset allocation to current market conditions, adjusting accordingly as market environments evolve. The portfolio aims to be long equity in positive environments, in cash in negative environments, and hold a balanced mix of equity and fixed income in neutral environments. Environments are determined by a proprietary rules-driven model. The portfolio utilizes low-cost equity and fixed income index ETFs and/or open-ended fixed income mutual funds to fill out its exposures. The TAA Conservative normally holds 40% fixed income regardless of the market environment to provide a conservative risk profile. Risk level is considered to be moderately conservative. Typical allocation: 60% Equity / 40% Fixed Income; 30% Equity / 40% Fixed Income / 30% Money Market; 40% Fixed Income / 60% Money Market.
TAA Moderate
The Tactical Asset Allocation (TAA) Moderate portfolio is a risk-managed, tactical portfolio designed to provide an appropriate asset allocation to current market conditions, adjusting accordingly as market environments evolve. The portfolio aims to be long equity in positive environments, in cash in negative environments, and hold a balanced mix of equity and fixed income in neutral environments. Environments are determined by a proprietary rules-driven model. The portfolio utilizes low-cost equity and fixed income index ETFs to fill out its exposures. Risk level is considered to be moderately aggressive. Typical allocation: 100% Equity; 80% Equity / 20% Fixed Income; 60% Equity / 40% Fixed Income; 100% Money Market.
TAA Growth
The Tactical Asset Allocation (TAA) Growth portfolio is a risk-managed, tactical portfolio designed to provide an appropriate asset allocation to current market conditions, adjusting accordingly as market environments evolve. The portfolio aims to be long equity in positive environments, in cash in negative environments, and hold a balanced mix of equity and fixed income in neutral environments. Environments are determined by a proprietary rules-driven model. The portfolio utilizes low-cost equity and fixed income index ETFs to fill out its exposures. Risk level is considered to be aggressive. Typical allocation: 100 Equity; 60% Equity / 40% Fixed Income; 100% Money Market.
