Core Strategy

Tactical Long/Short is a proprietary equity strategy that seeks to generate capital appreciation in rising and falling markets using two principal trades. The strategy uses technical trading indicators to actively trade the SPDR S&P 500 (SPY) and the ProShares Short S&P500 (SH). During periods when a trade signal does not indicate a trend in either direction, the strategy will signal investing in cash. The strategy is directional, positioning either long or short.


Core Strategy – January 2015


Investment Objective

Deliver best opportunity for risk adjusted returns with a goal of capital appreciation and income.

Investment Approach

Employ a disciplined approach of allocating assets among major asset groups. The strategy balances exposure to mega-cap equities in ten stocks with attractive valuations and income generating securities using fixed income, ETFs, or cash. Up to 10% of the portfolio may be invested in alternative assets, such as commodities, real estate, precious metals or energy, using ETFs. We tactically trade the SPDR S&P 500 (SPY) and the ProShares Short S&P 500 (SH) up to 10% of the portfolio. The approach is designed to mitigate volatility. This strategy is designed for those who seek long-term capital appreciation and current income through a diversified mix of investments.

Advantages

  • Allocation across three major asset classes; equity, fixed income, and alternatives.
  • Balanced Approach. Disciplined process with monthly and quarterly rebalancing.
  • Liquidity. Take advantage of flight to quality in bear markets with equity concentration in ten largest capitalization stocks without sacrificing upside potential in the equity markets.
  • Employ fundamental and technical analysis in portfolio construction.

Monthly Performance (Net of Fees)


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Performance Statistics


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The performance presented is the actual net returns of accounts managed by Elite Wealth Management from January 2013 – Present. The performance presented from January 2007 through December 2012 is based on model performance results that have certain inherent limitations. The model performance is for the stated time period only; due to market volatility, each account’s performance may be different. Returns are shown net of a 1% management fee, trading costs, and other direct expenses, but before custody charges, withholding taxes, and other indirect expenses SEE IMPORTANT DISCLOSURE STATEMENT

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