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.

Tactical Growth (TG): This portfolio holds momentum oriented stocks and ETFs in bull-trending markets; can hold more cash in transition markets; and focuses on 1x inverse index ETFs in bear trending markets.

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

Leveraged Index (LI): This portfolio holds 2x leveraged index and sector ETFs in bull-trending markets; can hold more cash in transition markets; and focuses on 2x inverse index and sector ETFs in bear trending markets.

ETF Total Market (ETF): 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
Tactical Growth
Turner Quant Advantage
Leveraged Index
Investment Bias
Income and Moderate Growth
Moderate Growth
Strong Growth
Strong Growth
Aggressive Growth
Actively Traded
Yes
Yes
Yes
Yes
Yes
Stop Loss Risk Mitigation Strategy
Approximately 1 Month Volatility Range
Approximately 1 Month Volatility Range
Approximately 1 Month Volatility Range
Approximately 1 Month Volatility Range
Approximately 1 Month Volatility Range
Aggressiveness (Scale: 10 is most aggressive)
2
4
7.5
8
10
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.
Holds fundamentally strong, technically up-trending growth stocks and cash.
Holds mostly 2x index ETFs.
Bear Market Objective
May hold cash, dividend paying stocks/ETFs, covered calls and naked puts.
Holds 1x inverse index and sector ETFs.
Holds 1x and 2x inverse index ETFs and cash.
Holds 2x inverse index ETFs and cash.
Holds mostly 2x inverse index ETFs
Neutral and/or Transition Market Objective
May hold cash, dividend paying stocks/ETFs, covered calls and naked puts.
Holds mostly cash.
Holds mostly cash.
Holds mosly cash.
Holds mostly cash.
Drawdown Potential
Generally less than 4%
Generally less than 8%
Generally less than 10%
Generally less than 15%
Generally less than 20%
Benchmark
HYG-iShares iBoxx $ High Yield Corporate Bond ETF
S&P 500
S&P 500
S&P 500
S&P 500