Equity Opportunity

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.


Equity Opportunity Strategy – January 2015


Investment Objective

To provide superior risk-adjusted total returns relative to the S&P 500 by utilizing an in-depth, fundamental analysis to select the individual stocks from the Large-Cap universe.

Investment Approach

Diversified core blue chip portfolio consisting of both growth and value stocks that holds core stock positions that are selected based on our conviction to hold the companies long term and their relative fundamental strength and market dominance in their respective sectors. The goal of this portfolio is to own the stocks of leading companies in different sectors that provide consistent, long term growth with lower beta than the broad market. Many of the names pay consistent dividends and are considered to be the bellwethers of the market. For those clients that are interested in enhancing their returns via selling covered calls, this portfolio is positioned properly to benefit from options premiums as well.

Advantages

  • Systematically traded to remove the emotional component from investment decisions.
  • Flexibility to be long, short, or neutral on the market.
  • Tactical approach to opportunistically capture return in any market environment.
  • Takes a neutral position when no opportunity is signaled, e.g., cash.
  • Employ quantitative 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 September 2013 – Present. 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. This Strategy has the ability to utilize options which involve risk and are not suitable for all investors. SEE IMPORTANT DISCLOSURE STATEMENT

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