Cantu Tactical Momentum Strategy
As Global Tactical Asset Allocation (GTAA) Managers, we are Active Stock Trader Advisors. We use a “Top-Down” economic proactive approach keying on searching for stocks, bonds, and ETFs with momentum. When the market goes down we sell selected positions. We are active investment portfolio managers. We have target portfolios for different styles of investor and all seek high income streams which add stability in unpredictable markets. Stocks may consist of worldwide companies in energy, gold, silver, pharmaceuticals, consumer stocks, REITS (real estate) and ETF’s (exchange traded funds). Fixed income will consist of a myriad of taxable bonds and ETFs. Tax exempt bonds are used for high income investors The objective is to create a well diversified portfolio for stout income streams while maintaining a disciplined approach in seeking momentum equity investments.
TACTICAL BOND HEAVY
TACTICAL STOCK HEAVY
EXAMPLE OF CLIENT STOCK HOLDINGS
As economy business cycles change, Portfolio asset allocations may change such as above.
(as of December 31, 2013)
Johnson & Johnson
TACTICAL MOMENTUM PORTFOLIO FEE SCHEDULE
Annual Fee Schedule – Minimum $250,000 Assets Under Management (AUM)
(Divide by 4 for quarterly cost)
|Account Value AUM||Fee Percent||Account Value AUM||Fee Percent|
The tactical wealth approach combines strategy with the asset management method of analysis for the pursuit of investment selection leading to performance. Cantu Tactical Momentum Strategy Performance
Investing in securities involves risk of loss that investors should be prepared to bear.