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