Investment Strategies Comparison

Choose the right strategy for your investment needs. Our comparison chart offers a quick look at the characteristics of all our tactical long-cash investment strategies.

Tactical Equity Opportunities Strategies Tactical Equity Income Strategies Tactical Equity ETF Strategies
Vehicle TEO with MLPs TEO w/o MLPs TEO WRAP TEI with MLPs TEI w/o MLPs TEI WRAP TEE
Benchmark S&P 500 TR/DJIA S&P 500 TR/DJIA S&P 500 TR/DJIA S&P 500 TR/BABI S&P 500 TR/BABI S&P 500 TR/BABI S&P 500 TR
Number of Securities 30-40 30-40 30-40 30-40 30-40 30-40 8-10
Leverage or Derivatives No leveraged portfolios No leveraged portfolios No leveraged portfolios No leveraged portfolios No leveraged portfolios No leveraged portfolios No leveraged portfolios
Domestic/Foreign Typically U.S. Equities Typically U.S. Equities Typically U.S. Equities Typically U.S. Equities Typically U.S. Equities Typically U.S. Equities Typically U.S. Equities
Cap Limits All Cap All Cap All Cap All Cap All Cap All Cap All Cap
Shorting No No No No No No No
Options No No No No No No No
Individual Equities/ETF Mostly Individual Equities Mostly Individual Equities Mostly Individual Equities Mostly Individual Equities Mostly Individual Equities Mostly Individual Equities ETF Only
Asset Allocation Equities/ETF/Cash Equities/ETF/Cash Equities/ETF/Cash Equities/ETF/Cash Equities/ETF/Cash Equities/ETF/Cash ETF/Cash
Sector Allocation Unconstrained/Concentrated Unconstrained/Concentrated Unconstrained/Concentrated Unconstrained/Concentrated Unconstrained/Concentrated Unconstrained/Concentrated Unconstrained/Concentrated
Fixed Income Only through equity ETF Only through equity ETF Only through equity ETF Only through equity ETF Only through equity ETF Only through equity ETF Only through equity ETF
Methodology Quantitative/Qualitative Quantitative/Qualitative Quantitative/Qualitative Quantitative/Qualitative Quantitative/Qualitative Quantitative/Qualitative Quantitative/Qualitative
Trade Frequency Unconstrained/Frequent Unconstrained/Frequent Unconstrained/Frequent Unconstrained/Frequent Unconstrained/Frequent Unconstrained/Frequent Unconstrained/Infrequent
WRAP No No Yes No No Yes No
Risk Tolerance Risk Tolerant Risk Tolerant Risk Tolerant Risk Intolerant Risk Intolerant Risk Intolerant Very Risk Tolerant