Part 6

How to allocate and create Tactical Portfolios?

Our Tactical Portfolios are also an important tool we use to manage a bit more actively. We generally construct these with a 6 to 12 month time horizon in mind. We have three tactical portfolios consisting of our Style Tilt between Value and Growth, our Seasonality Measure, and our PMI Recovery Above/Below 50. We’ll discuss our thinking on each of these briefly.

Based on many of our proprietary indicators, we see a golden age of Value dawning. While we still like many growth stocks, we...

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Intermediate icon
Intermediate
How To Pick Stocks?
8 Lessons
~18 mins in total
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