Nothing has occurred thus far in 2018 that would cause our TacticalSHIFT® strategy to trigger a Level 1 (moderate risk) or Level 2 (major risk) downshift to client portfolio allocations.
TacticalSHIFT® is not designed to trigger during normal short-term volatility or corrections in the market, whether due to overbought conditions or sudden “news” events.
It is designed to trigger if our models determine a Secular Bear Market is underway and the larger declines that occur within it, such as 2000-2003 and 2007-2009. Based on historical data, it would also trigger if our models determine a significant downturn is occurring during an established uptrend orSecular Bull Market, such as 2011 and 2015.
Written by Craig Dillon
iINVEST SOLUTIONS IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. THE TACTICALSHIFT™ STRATEGY MAY GENERATE A TAXABLE EVENT IN NON-QUALIFIED (TAXABLE) INVESTMENT ACCOUNTS. PLEASE CONSULT YOUR TAX ADVISER. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE.