Tactical Momentum Strategy and Portfolios

Tactical Asset Management: The Active Pursuit of Investment Performance Regardless of Market Trends
Retirement Plans | High Net Worth Investors | Pension and Defined Benefit Plans | 401K's | IRA's

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.

As economy business cycles change, Portfolio asset allocations may change. – Joe Cantu, Chief Investment Officer

TACTICAL BOND HEAVY

Tactical Moderate Conservative Pie 1

TACTICAL BALANCED

Tactical Moderate Pie 2

TACTICAL STOCK HEAVY

Tactical Moderate Aggressive Pie 3

EXAMPLE OF CLIENT STOCK HOLDINGS

As economy business cycles change, Portfolio asset allocations may change such as above.

(as of December 31, 2013)

Apple
Chevron Corp
Johnson & Johnson
Coca-Cola
Wendy’s
Home Depot
McDonalds
Wal-Mart Stores
Walt Disney
Walgreens Company
Gold ETF
Corporate Bonds

 

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
$250,000-$499,999 1.50% $5,000,000-$5,999,999 0.80%
$500,000-$999,999 1.25% $6,000,000-$6,999,999 0.75%
$1,000,000-$1,999,999 1.00% $7,000,000-$7,999,999 0.70%
$2,000,000-$2,999,999 0.95% $8,000,000-$8,999,999 0.65%
$3,000,000-$3,999,999 0.90% $9,000,000-$9,999,999 0.55%
$4,000,000-$4,999,999 0.85% $10,000,000-Above 0.50%

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.

Navigating Financial Markets in the Storm of Volatility.