Alternative Sector Rotation

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.

Alternative Sector Rotation Strategy – January 2015

Investment Objective

Seeks long term growth of capital by investing in alternative asset classes as a way to compliment a traditional allocation and to offer diversification benefits.

Investment Approach

A discretionary rotation strategy using ETFs that attempts to determine which segments of the alternative investment market, such as commodities, real estate, precious metals and energy are likely to outperform based on market conditions. When momentum begins to wane, positions are exited and moved into the sector that is showing the strongest potential.


  • Systematically traded to remove the emotional component from investment decisions.
  • Investing in the sector that is rising and avoiding the ones that are falling.
  • Tactical approach to opportunistically capture return in outperforming sector.
  • Concentrate exposure to specific industry sector to take advantage of investment opportunity.
  • Employ 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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