Here is a brief summary of each Turner Capital portfolio strategy. If you have questions or would like to get involved with Turner Capital click here to get started.

Turner Quant Advantage (TQA): This portfolio holds momentum oriented stocks and ETFs in bull-trending markets; can hold more cash in transition markets; and focuses on 2x inverse index ETFs in bear trending markets.

Diversified Income Strategy (DI): This portfolio holds higher yielding dividend stocks, covered calls and naked puts in most markets, but can hold more cash in bear-trending markets.

ETF Total Market (ETM): This portfolio holds index and market segment ETFs in bull-trending markets; can hold more cash in transition markets; and focuses on 1x inverse ETFs in bear trending markets.

Portfolio Component
Diversified Income
ETF Total Market
Turner Quant Advantage
Investment Bias
Income and Moderate Growth
Moderate Growth
Strong Growth
Actively Traded
Yes
Yes
Yes
Stop Loss Risk Mitigation Strategy
Approximately 1 Month Volatility Range
Approximately 1 Month Volatility Range
Approximately 1 Month Volatility Range
Aggressiveness (Scale: 10 is most aggressive)
2
4
8
Bull Market Objective
May hold cash, dividend paying stocks/ETFs, covered calls and naked puts.
Holds mostly sector, industry and commodity ETFs.
Holds fundamentally strong, technically up-trending growth stocks and cash.
Bear Market Objective
May hold cash, dividend paying stocks/ETFs, covered calls and naked puts.
Holds 1x inverse index and sector ETFs.
Holds 2x inverse index ETFs and cash.
Neutral and/or Transition Market Objective
May hold cash, dividend paying stocks/ETFs, covered calls and naked puts.
Holds mostly cash.
Holds mosly cash.
Drawdown Potential*
Generally less than 4%
Generally less than 8%
Generally less than 15%
Benchmark
Morningstar US Dividend Growth index (MSDIVGT)
S&P 500
S&P 500

 *Drawdown Potential does NOT mean that the drawdown is limited to these estimates.  Depending on market conditions these numbers could be materially higher.