ETF Tactical Investing

ETF Tactical Investing uses secular and cyclical trends to build risk adjusted global asset allocations. We seek markets with economic advantages and growth built in. These ETF portfolios can be used as whole portfolios or as the core to build a stock portfolio around…


Asset allocation is proven to be the core to long-term portfolio volatility. Systematically putting the odds on your side can go a long way to reducing risk and improving long-term results.

There are several key factors that will put the odds on your side. Among them are:

  • Long-term economic trends.
  • Demographics.
  • Regulatory.
  • Currency.
  • Sector or national financial strength.
  • Favorable asset price trending from a value price.

ETF Tactical Investing offers two portfolios:

  • Global Asset Allocation which is designed for retirees and near-retirees.
  • Global Trends which is designed for the long-term growth investor.

Included for free with this service is our 401k Alert for those with work based retirement plans.

ETF Tactical Investing is priced at $299 per year.

You can also try us on for size for only $99 per quarter and upgrade to annual with the full annual discount when you are ready.