Market Update
INSIGHT
OPPORTUNITY
EXECUTION

At Tactical Investments, we employ proprietary models and screening techniques to identify and capitalize on unique investment opportunities that arise from market inefficiencies. Anchored by two distinct investment themes, the TI Fund is purposefully designed to optimize returns and manage risk effectively. Leveraging its unique, opportunistic Balanced Strategy alongside a proprietary quant-driven Growth Strategy, TI is strategically positioned to navigate and capitalize on the elevated market volatility that has begun to unfold.
Balanced Strategy
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Targeting a 75% allocation to a diverse portfolio of income-producing investments. Dividend income is anticipated to average 10-12%, with the balance of the returns stemming from long-term capital gains.
Growth Strategy​
Targeting a 25% allocation to our proprietary trading model that generates its signals based on the strength and momentum in the US government bond market and changes in the velocity and degree of stock market volatility.