Tactical Investing Coach

Have you ever wondered:

  • If there is an investment strategy that performs better than a typical stock and bond portfolio with less risk?

  • If you could invest your own money as well as a financial advisor (that costs $2,000 to $20,000 (or more) every single year)?

…If so, you’re not alone. Along with millions of other investors, I did, too, after personally investing for decades in individual stocks, individual bonds, funds of all types (index, CEF’s, hedge, mutual, ETF’s, institutional), both alone and with various financial advisors and wealth managers.

Then I finally discovered investing a more tactical portfolio instead of a fixed strategic portfolio would allow me to take advantage of opportunities provided by ever changing markets. And I realized that by including assets such as gold, real estate, TIPS, commodities, emerging markets, and more I could reduce risk while also optimizing returns, even during the “bad” times.

While I have researched investing for decades, I knew there were experts that had spent their entire lives perfecting tactical portfolio systems, so I combined their system expertise (which I knew was far beyond mine) with my own expertise balancing financial goals within acceptable risk levels.

In this pursuit, I discovered how to:

  • Construct a portfolio that outperforms a 60/40 Stock Bond portfolio based on 49 year historical data with lower, shorter drawdowns (AKA – Potentially builds wealth faster with less risk)
  • Choose and implement a portfolio efficiently and independently (with commission free with ETFs)
  • Plan for more reliable (and higher) retirement withdrawals later in life
  • Invest as tax efficiently as possible
  • Invest within various types of investment accounts, including often limiting retirement accounts
  • Lower investment costs while investing at professional levels
  • Address the impending dangers of overvalued stock markets
  • Provide retirement income solutions given historically low interest rates

After using tactical asset allocation strategies during both bull and bear markets, I saw they made the most sense for our core passive portfolios.

Over time, I got really comfortable accessing and analyzing data for tactical portfolios, evaluating various portfolios for specific goals, and implementing the strategies. (This was a serious learning curve, even after investing my own portfolio online over 2 decades, including trading at times and implementing well over a thousand covered calls.)

As I learned and analyzed tactical portfolio strategies, I developed a process for defining my own investment goals and choosing the best tactical portfolios that aligned with those goals. Then I created a process for investing the tactical portfolios I had chosen and keeping them updated.

This was a bit tricky for a few months, but now it’s fast and easy, which is good because my strategies rotate at least a few percentages among asset classes 1 to 2 times a month.

If you want me to help you learn how to select the best strategies for your own financial goals, and implement your chosen portfolio(s), I will.

This program takes you from being able to select a portfolio that meets your goals and implement the portfolio yourself with commission free ETF’s even if you’ve never bought and sold securities. 

Here is how it will work and what we will cover in our live private video calls over a 10 week period.

Part One:

  • Why and How Tactical Investing Works
  • The Various Types of Asset Allocation Strategies
  • Optimizing the Risk and Return Equation
  • The Criteria That’s Important and Why
  • Handouts and Homework Review

Part Two:

  • Defining Your Own Portfolio Criteria
  • Getting Comfortable with the System
  • Fitting Tactical Portfolios into Your Overall Wealth Plan
  • Account Type Selection and Structure
  • Handouts and Homework Review

Part Three:

  • Selecting Portfolios That Match Your Own Criteria
  • Strategically Structuring Your Portfolio
  • The Usually Missed But Super Important Data
  • Living Off Your Investments Plan
  • Handouts and Homework Review

Part Four:

  • Digging Deeper: Optimally Comparing Strategies
  • Finding & Dissecting the Flaws in Your Favorite Strategies (They All Have Them)
  • Estimating the Worse Case Scenario
  • Then Vs Now Analysis
  • Handouts and Homework Review

Part Five:

  • Initial Setup and Implementation
  • Choosing the Best Days to Rotate Your Portfolio
  • How and When to Trade Your ETF’s
  • Tips for Implementing Like a Pro

Part Six:

  • Choosing a Brokerage Firm
  • Establishing a Trading Account
  • Buying and Selling ETF’s

Part Seven:

  • Avoiding Implementation Pitfalls
  • My Simple Rotation Implementation Process
  • Important Finishing Touches
  • Finalizing the Process

Here’s What All You’ll Get

  • Private Calls with Me to Learn All This (Up to 10 Sessions of 50 Minutes Each)
  • Email Support during the 10 Weeks (Up to 2-3 Emails a Week, Mon-Fri)
  • Implementation & Selection Handouts
  • Homework and Accountability Throughout Your Progress
  • A wisely chosen professionally developed portfolio you can implement for years at little to no cost with confidence and skills

Note: You will probably want to purchase your own research tools; the cost of these is not included.

10 Week Program Cost $ 2,450

 

Not sure? Compare this program to the cost of paying a financial advisor every single year, even the years that your portfolio loses money… Or getting a 1% higher return annually on your portfolio over time, with less worry and risk.