Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG
On Wednesday, December 3rd at 12:00PM EST, Mike Sciortino and Michael Hee will discuss the CMG Tactical Rotation Strategy and why it makes sense in your clients’ portfolios today.
To register for the webinar, please sign up here: https://www3.gotomeeting.com/register/119847414
The CMG Tactical Rotation Strategy (TRS) seeks to generate returns in all market conditions based on the concept that various asset classes and sectors experience bull and bear markets at different times.
The strategy employs an equally weighted strategic rotation model and allocates the portfolio to the top two asset classes from a universe of six: Domestic Equities, International Equities, Bonds, Commodities, REITs & Cash.
If none of the first five asset classes exhibit a positive uptrend, the strategy has the ability to allocate the portfolio entirely to cash. The strategy makes investment allocation decisions on a monthly basis. Once the portfolio is allocated, the positions are held and monitored for the entire month. To learn more about the CMG Tactical Rotation Strategy, visit the strategy page on our website here.
Michael Hee
Managing Director, Investment Research
CMG
CMG strongly believes in the necessity of tactical strategies as a central component in any portfolio. CMG’s strategies seek to enhance portfolio diversification, lower correlation and manage risk.
Woven into investment portfolios, tactical investment strategies complement core holdings. CMG’s tactical strategies can be used as a stand-alone investment or as a complement to traditional investment exposure.
CMG Capital Management Group, Inc. is a Registered Investment Advisor (RIA) that offers other RIAs, financial planners and institutions managed accounts, and mutual funds. CMG constructs portfolios, funds and strategies with the objective of managing risk, mitigating volatility and smoothing the investment return stream over time. See cmgwealth.com for more.
To speak with us regarding TRS or the upcoming webinar, please call 610-989-9090 or email Mike Sciortino at michaels@cmgwealth.com.
