What is tactical investing?
That’s a really good question. We have some answers at the iShares / Blackrock ETF Strategist tent at Inside ETFs, the world’s largest ETF Conference, Jan. 25 – 28, in Hollywood, Florida.
As a concept, tactical investing is fairly simple. It refers to the practice of shifting assets from one asset class to another, either to avoid trouble or to seize emerging opportunities. Tactical portfolios can be re-balanced monthly, from cash to fully invested in a variety of asset classes.
By Mike Sciortino, Head of Distribution, CMG Capital Management Group
Once again, Inside ETFs, now the world’s largest ETF Conference, is the place to be for all the players in the $2 trillion ETF market. Again, CMG Capital Management Group will be a part of the ETF Strategist space sponsored by ishares/Blackrock. Come say hello to me or our CEO / investment strategist Steve Blumenthal, and several other members of the CMG Capital Management team.
We had a great time in Seattle at the annual Financial Planning Association Conference (#FPABE). We met financial planners, financial planning students, investment managers, and service providers supporting the financial industry. The Financial Planning Association does a tremendous job of furthering the planning industry with a full schedule of educational workshops. It was good to see all the enthusiasm and innovation in the planning field.
Some trends we noticed:
Advisors are looking for creative ways to promote themselves and their business through social media and digital marketing. The digital marketing offerings for advisors is truly impressive. These tools give enterprising advisors the tools they need to grow their network, gain stature in the industry, and increase AUM.
Advisors want creative solutions to constructing diversified portfolios for their clients. As we get into the late stages of the current bull market, investors seek ways to protect against the sort of precipitous market slide we experienced in 2008. Hedging strategies and tactical investing was widely discussed.
We enjoyed exploring the wonderful city of Seattle, especially on Sunday when the Seahawks were playing the Broncos. Seahawks fans were dressed in all their wild regalia to support their hometown team. You see “12” banners throughout the city, in honor of the loudest fans in the NFL.
CMG Capital Management Group continues with a year-long Conference schedule throughout the U.S. We enjoy meeting financial planners who seek investment solutions structured to capture upside market moves, while mitigating losses that occur in steep declines. – Michael Sciortino
I’m at the airport, ready to board a plane to Seattle to meet more than 2,000 financial professionals this weekend at Financial Planning Association Annual Conference.
I look foward to learning about the challenges that advisors face in constructing diversified portfolios for their clients. Stop by Booth #930 if you’re at the Conference.
Here at CMG Capital Management Group we offer time-tested tactical strategies structured to enhance portfolio diversification, lower correlation, and manage risk.
Tactical investing strategies are gaining favor now because investors seek an alternative to the traditional 60/40 buy/hold model and want greater diversification and flexibility in their portfolios.
Over the past 15 years a host of new, liquid investment solutions have become available, and advisors (and investors) have access to investment options that, until recently, were the exclusive province of institutions. These investment vehicles can help you build more diverse, resilient portfolios designed to enhance return and reduce overall portfolio risk.
Some of the ETF landscape’s sharpest minds will be on hand to help sort out the complexities, theories, and opportunities surrounding ETFs.
If you’re at the Conference catch Steve on a panel discussion. Steve joins Robert Smith, from Sage Advisory, and Morningstar moderator David Sekera on Friday, Sept. 19, 9:40 a.m. – 10:30 a.m. for Breakout Session 5, Managed Portfolios. Facing the Fed-induced Headwinds.
Follow the Conference on Twitter: #MStarETFUS.
We’ll be happy to discuss how our tactical investing strategies help you build diversified portfolios for your clients. Ask for our complimentary White Paper Introduction to Tactical Investing Strategies.