The Tactical Total Return Strategy is invested in Exchange Traded Funds as well as individual securities.
ETF’s are security portfolios that that provide broad diversification since they each include a dozen to
hundreds of individual stocks or bonds. Each ETF represents a specific economic, industry, and geographic
sector of the U.S. and international markets. PVG’s ETF holdings typically represent faster growing segments
of the global economy. Portfolio management and security selection encompasses both fundamental and
technical analysis and employs internal and external intelligence in the execution of the approach.
Our ETF selection process includes identifying the attractively valued securities of companies that can grow
sales and earnings at above average rates, and then identifying ETF’s that best represent such securities.
This strategy seeks an attractive “absolute total return” for investors. The Tactical Total Return portfolio
is invested in extensively diversified Exchange Traded Funds (ETFs) that represent broad economic, industry,
and geographic sectors of the U.S. and international markets. In addition to ETF’s, the portfolio will
opportunistically invest in dividend paying equities and closed end funds for yield.
The strategy aims to capture a moderate portion of rising stock and bond market returns while minimizing
losses during falling markets. The key to our success is a disciplined multi-level risk management approach
that reduces portfolio volatility and minimizes the risk of losing money during falling markets.