Objective: The TQA investment strategy is aggressive in both bull and bear market cycles and has the option to move completely to cash in transition markets. In bear markets, the strategy will focus on 2x leveraged index inverse ETFs.

Strategy At-a-Glance

Holdings managed in this model to generate greater capital growth than the S&P 500 in bull markets and generate twice the growth as the S&P 500 moves down in bear markets

How it is Done

 

This strategy looks for high momentum stocks with growth potential

Aggressive in both bull/bear markets, go to cash in transition

Risk of loss is mitigated through the use of stop losses

Stops are determined by quantitative analysis of a holding’s volatility, level of unrealized gains, and trends of the major indexes and the holding 

Drawdown potential is estimated to be less than 14%

The TQA model is a data-driven strategy that is aggressive in both bull and bear markets. This strategy has a move-to-cash option in transition markets, and a focus on non-leveraged index inverse ETFs in bear markets

  • Relies on historical data, not forecasts or guesses

  • In Bull markets,​

    • investment goal is to be fully invested in up to 30 strongly up-trending stocks, with capital allocation of 3.3% per holding​

  • In Transition markets,​

    • Holds more cash

    • Will not buy bull-trending equities or bull-trending inverse ETFs

  • In bear markets,​

    • Investment goal is to be fully invested in up to 4 index inverse (2x) ETFs, with capital allocation not pre-determined, but fluctuating with more capital invested in stronger trending indexes

  • Not limited by sector/industry diversification; does not attempt to balance capital allocation, aka holds more equities in same sector/industry if it is outperforming the market

  • Focuses on holding equities with strongest fundamentals that produce strongest up-trending price growth

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