Tactical Allocation

The Tactical Allocation strategy provides investors maximum flexibility across equities and fixed income asset classes. This strategy is most appropriate for investors seeking capital appreciation, but with more risk aversion than an equity only strategy. Equities and fixed income securities are chosen in a similar manner to Scholtz & Companies’ All Equity and Balanced strategies, but the mix between these classes may differ significantly. Typically, the Tactical Allocation strategy will invest between 50-90% in equities with the remainder in fixed income and convertible securities. Equity exposure, however, will remain unrestricted between zero and 100%.

Additionally, the Tactical Allocation strategy will utilize option strategies at times to reduce risk and enhance income via covered write and long-put positions.

Please refer to the Stock Selection philosophy page for a more in-depth explanation about our methodology for selecting stocks. This strategy was launched in January of 2016.

To review our historical performance for the aggregate of our Tactical Allocation strategy, please click here.