The Worth Asset Management tactical portfolio uses a proprietary process of selecting assets such as Exchange Traded Funds (ETFs) and individual stocks that show market leadership. This portfolio includes the following:

  • Equity index funds designed for fluctuating markets
  • Portfolios can include commodity ETFs such as energy, metals, agriculture, and materials
  • Global sectors, such as real estate, technology, healthcare, finance, and utilities
  • Risk management tools to protect profits and minimize loss
  • EFTs and stocks, efficient and low-cost ways to invest and provide:
  • Flexibility to adapt to changing market conditions
  • A tax-efficient structure
  • Diversification within a sector
  • Potential trade on the exchange throughout the day to offer more opportunity
  • High liquidity

Our Tactical Portfolio Process

The tactical portfolio offers the potential for protection and profits, regardless of market conditions.

Portfolio Management | Worth Asset Management | Dallas TX