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.