PMC Tactical ETF Core Risk-Based Portfolios
The PMC Tactical ETF Core Risk-Based Portfolios follow a quantitatively driven, tactical asset allocation investment strategy, making tactical shifts in allocations to try to capitalize on performance expectations of the various investment options. As the market becomes more bearish, the models seek a defensive approach; conversely, as the market becomes more bullish, the models aim to become more aggressive. The portfolios are sub-advised by Innealta Capital, a division of Al Frank Asset Management, Inc., and invest in a combination of asset classes that can include long-term and short-term fixed income, equity, and TIPS. Five portfolios are offered to match varying risk tolerances—from conservative to growth. The Core Portfolios tactically overweight and underweight equity asset classes based on their long-term outlook from the quantitative model. Exposure is adjustable within bands of +/- 20% relative to each asset class’s long-term strategic target.
PMC Tactical ETF Total Return Risk-Based Portfolios
The PMC Tactical ETF Core Risk-Based Portfolios follow a quantitatively driven, tactical asset allocation investment strategy, making tactical shifts in allocations to try to capitalize on performance expectations of the various investment options. As the market becomes more bearish, the models seek a defensive approach; conversely, as the market becomes more bullish, the models aim to become more aggressive. The portfolios are sub-advised by Innealta Capital, a division of Al Frank Asset Management, Inc., and invest in a combination of asset classes that can include long-term and short-term fixed income, equity, and TIPS. Five portfolios are offered to match varying risk tolerances—from conservative to growth. The Total Return Portfolios utilize leveraged ETFs so that additional capital may be allocated to other yield-enhancing investment vehicles.
PMC Tactical ETF Core Rotation Portfolios (Sector, Country, Fixed Income)
The PMC Tactical ETF Core Rotation Portfolios follow an innovative ETF-based tactical approach to try capitalize on performance expectations in equity and fixed income markets. As the sub-advisor to the portfolios, Innealta Capital, a division of Al Frank Asset Management, Inc. applies a quantitative methodology to adjust asset class exposures opportunistically: as market forecasts become bearish, the models will seek a defensive approach and allocate to fixed income; as market forecasts become bullish, the models will aim to become more aggressive and allocate to equities. The Core Sector and Country Rotation portfolios invest in U.S. industry sectors and international markets, respectively. The Fixed Income Portfolio serves as a component of Sector and Country Rotation portfolios and is also available as a standalone solution.
PMC Tactical ETF Total Return Rotation Portfolio (Sector)
The PMC Tactical ETF Total Return Rotation Portfolio follows the same tactical approach as the Core Rotation Portfolios but implements its strategy using leveraged ETFs for equity sector exposures. The leveraged ETFs enable the portfolio to obtain the identical equity allocation as the Core Rotation Portfolio but with a lower equity capital commitment. The remaining capital is then used to increase the aggregate portfolio’s yield exposure and total return potential by investing in fixed income sectors. Designed for investors seeking a tactically based domestic large-cap core exposure with enhanced yield characteristics and total return potential, the portfolio may invest in the 10 sectors defined by the S&P 500 Global Industry Classification Structure.