Tactical

The Flat Fee Portfolios Tactical Strategy is a rules-based buy-and-sell discipline that makes adjustments as market conditions change. It is based on the short-term and long-term moving averages of the underlying Exchange Trade Funds (ETFs) in the portfolio. When the markets begin to break down, Flat Fee Portfolios’ managers will take a defensive position and move a portion of the portfolio into a conservative fixed income sector. When the markets begin to recover, the manager will return to being fully invested to capture opportunities. The objective of these changes is to reduce the effect of long-term sustained declines on the portfolio.

 

Flat Fee Portfolios Comparison of bullish vs. defensive positions

 

The ETFs in the strategy represent five different asset classes which are tracked independently. This approach provides the flexibility to be bullish in one area such as emerging markets and bearish in another area such as Large Cap U.S. stocks.

 

Flat Fee Portfolios Tactical Strategy

 

Investing in a tactical strategy might be right for you if:

  • You believe portfolio risk should be actively managed
  • You wish to have a portfolio that adjusts to market conditions

Speak to an Advisor to learn more >>

 
Please read the following important disclosures:

Pricing for accounts under $1,000,000.  The fee for accounts over $1,000,000 is a flat 0.24%.  Call to discuss pricing for endowments, trusts, and institutional accounts.

Flat Fee Portfolios is a service offering of MACRO Consulting Group, LLC. 

Advisory Services offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission.  MACRO only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Please review Important Disclosure Information set forth in the last section of this web site. 

Information on this web site is directed toward U.S. residents only.