Page 103 - Ready Set Retire
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Ready. Set. Retire!
The goal of tactical investing is to avoid 60% of the market
downside while capturing 70% of the upside. The results of
following a plan like this are depicted here:
Figure 20: Tactical performance vs. S&P 500
The red line is the S&P 500. All the others are various tactical
formulas we offer our clients. As you can see, we outperformed
the S&P 500 consistently, though compliance requires that I
remind you that does not necessarily mean it will happen in the
future.
Part of our tactical approach involves a service called
WealthGuard™ that can act like a safety net for your portfolio.
WealthGuard™ follows the value of your portfolio on the way
up, and then “catches” it on the way down. Here is what that
looks like:
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