​Unlock Expertise and Innovation with Tactical Investments

​

The Tactical Investment Fund is designed to strengthen and anchor a well-rounded investment portfolio. We blend a Balanced Strategy focused on high-dividend income with a Growth Strategy offer exposure to the AI-powered semiconductor sector. This marriage of Balance and Growth is designed to blend high dividend cash flow with the potential for opportunistic growth while mitigating risk.

​

​BALANCED STRATEGY 

Designed with a focus on the relative stability of dividend investments​

​

Our Balanced Strategy which targets a 75% allocation to a diverse portfolio of income-producing investments is anticipated to average 10-12% cash flow when fully invested, with the balance of the returns stemming from long-term capital gains. The strategy is grounded in patience and discipline. We wait for the right opportunities, with your funds placed in secure and highly liquid U.S. Treasuries, or money market funds. Until conditions are favorable, your assets continue to generate guaranteed income at above average rates. We only enter positions when the risk-reward balance is favorable, targeting a diverse selection of closed-end bond funds, REITs, high-dividend large-cap stocks, and midstream MLPs—sectors known for above-average yields and strong dividend growth potential.

​

Our approach involves a thorough analysis of dividend sustainability. Diversifying across high-quality, dividend-paying sectors and investment vehicles helps reduce the impact if any one of our positions reduces, temporarily suspends or cuts its dividend altogether. Our active management allows us to pivot quickly if an investment no longer meets our criteria.

​​​

THE GROWTH STRATEGY 

Designed to capitalize on AI Growth with Active Semiconductor Exposure​

​

Our Growth Strategy targets a 25% allocation in our proprietary trading model that generates its buy and sell signals based on the strength and momentum in the US government bond market and changes in the velocity and degree of stock market volatility. Our Growth Strategy utilizes the SMH ETF for exposure to the booming AI-driven semiconductor sector. We believe our active management approach offers the potential for enhanced and complementary returns with our Balanced Strategy. We strive to provide higher risk-adjusted returns through a more “tactical” alternative to simple buy-and-hold strategies.

​

​

 

​​​​​​​​​

Leverage our expertise and innovation to wealth management

At Tactical Investments, we leverage over 43 years of market expertise and cutting-edge strategies to deliver superior, risk-adjusted returns. Led by DJ Kadagian and Brian Bernstein, our team has a proven track record in identifying and capitalizing on market ineffciencies that others overlook. Unlike typical advisory firms, we employ a focused, disciplined, and quantitative approach. Our proprietary quantitative systems, crafted by DJ Kadagian, have consistently outperformed the market. With four decades of investment management, he has experienced the breadth and width of volatility the markets offer and in every asset class and brings those skills to bear with the Tactical Investment Fund.

​​​

​​Complement and fortify your existing portfolios

Tactical Investments offers a specialized strategy that can complement your current portfolio. Our unique blend of high-dividend income and AI-driven growth provides diversification that traditional advisors may not offer, helping you achieve a more balanced, risk-managed approach to growing wealth.

​​​

​​​Capitalize on market inefficiencies

Our proprietary models and screening techniques are designed to identify and exploit unique opportunities and market inefficiencies, most often overlooked by traditional investment strategies. Our systematic trading model uses key market indicators to guide investment decisions, ensuring your portfolio stays aligned with evolving market conditions.

​

​​​Enjoy unparalleled security with Interactive Brokers

Your assets are held in individual accounts offering direct access - 24/7. We partner with Interactive Brokers (IBKR), renowned for its financial strength and commitment to asset protection. With over $15.2 billion in equity capital, and no long-term debt, IBKR provides a secure and transparent environment for your investments. IBKR also traditionally offers the highest money market rates, which benefit strategies such as ours that moves into this positioning when signals have us out of the market.

​​​​​​

​​​Benefit from a fee structure that is transparent and aligned with your success

Our performance fee comes with a “highwater mark,” which means TI only gets paid when you make money. Our 1% flat fee is partially to fully offset over time due to our frequent positioning in money market funds and US treasury securities. Neither the 1% flat fee nor 20% performance fee will be assessed on Balanced Strategy assets while parked in short-term U.S. Treasuries or money market funds. Fees for this 75% initial allocation will only commence when we begin positioning clients in our dividend-producing candidates. Best of all, to ensure your liquidity, there is no lock-up period or exit fees assessed by Tactical Investments.

​​​​​

​

​

​​

​​​​​​​​​​​​​​​​Market volatility is increasing while a growing number of economic indicators are flashing red. We believe a meaningful correction is a foregone conclusion. The smart money has one foot out the door. Below are some obvious yet underappreciated reasons to consider adjusting your investment posture:​​

​​​

The Everything Bubble - The fiscal support measures during the COVID-19 pandemic, combined with a decline in household spending, led to a significant rise in savings. This surge in liquidity fueled what has become known as the "everything bubble," affecting the stock market, housing market, and everything in between—including inflation. The latest estimates show that pandemic-era excess savings in the U.S. economy have been fully depleted. With household savings exhausted, we're now seeing a sharp rise in credit card, auto loan, and mortgage delinquencies. The housing market is faltering, and the stock market is in need of fresh capital to sustain its growth. The critical question now is: what happens as that fuel runs dry at these levels?

​

Fear and Greed - Unprecedented Federal Reserve policies have created a generation of investors who have never faced the harsh combination of a true bear market and recession. This has led to the rise of a new investor mindset, complete with its own lexicon—terms like “FOMO” (Fear of Missing Out) and “10-X,” representing expectations of a 1,000% return. When these ideas become widespread, it’s often a signal to step back, take some chips off the table, and explore alternative strategies designed to profit from the inevitable shift in market sentiment.

​

​The Price-to-Earnings (PE) ratio is currently sitting at 28 times, well above the long-term average of 16 times. Historically, this has been one of the most critical indicators of a stock’s or index’s value, and it was closely monitored by investors. However, in a FOMO-driven market, the significance of PE often gets overlooked. To put things in perspective, it would require a 43% market correction just to return to the historical average. For further context, the last two major corrections, as shown in the chart, were both around 50%. A 43% correction would simply bring the market back to baseline. X marks that spot.

​​

An Inverted Yield Curve - An inverted yield curve, where short-term interest rates exceed long-term rates, has long been a highly reliable precursor to recessions. Since October 2022, the U.S. 3-month Treasury yield has topped the 10-year yield, marking the longest inversion on record—a duration that often signals more severe economic fallout once a recession takes hold. Recently, however, the curve has been flirting with uninversion, hinting at a return to its typical upward slope. Historically, it’s this upward shift after a prolonged inversion that frequently signals a recession has already begun. Recessions impact markets in real-time, even if officially declared later by the National Bureau of Economic Research. Consistent with this outlook, the Federal Reserve began its anticipated rate-cutting cycle in September 2024, aiming to stabilize economic conditions amid these developments.

​

The Trigger - The trigger for a true market correction often comes as a surprise. But circumstances, in hindsight, do not. Will it be escalating geopolitical tensions, a contested election outcome, or the intensification of tariffs and trade wars? True bear markets typically take longer to unfold than their underlying weaknesses suggest. But when it happens, it happens in a hurry. And afterward, everyone looks back and says, “it was obvious this was coming.” Don’t be everyone.​

​​