Strategic Investment vs Tactical Investment Strategies | ETF Portfolio |
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Strategic Investment vs Tactical Investment Strategies compares a strategic portfolio with a tactical portfolio that many investors overlook.
Here is my Ultimate RISE Wealth Plan: https://retirecertain.com/rise/ Camille Gaines, AFC Wealth coach Accredited Financial Counselor ---------------------------------------------------------------- Strategic Investment vs Tactical Investment Strategies | ETF Portfolio Strategic Investment Strategies: 1. Hold both offensive and defensive investments with the theory that if one asset goes down, another asset will go up Example, when stocks go down, bonds almost always go up This is why almost all strategic investment portfolios have both stocks and bonds They may also hold other defensive assets 2. Hold the same % of different asset classes regardless of valuations or economic conditions 3. Uses an asset allocation template based on risk profile and goals 4. Buy and hold no matter what Tactical Investment Strategies: 1. May also hold both defensive investments and offensive investments 2. Considers opportunities based on valuations and economic conditions 3. Often based on advanced systems designed around price movements, or technical factors 4. Are more about the past performance of the system vs the investor's goals ETF portfolios are often used to implement tactical strategies _______________________________________ Retire Certain is about alternative retirement strategies from income generating assets and wealth building. Be sure to Subscribe, Click that little Bell after you subscribe so you know when I post a new video, and leave a comment or question. Find resources and little seen alternative retirement planning and strategies at https://retirecertain.com/ where I share our crazy income stream after after stumbling into early retirement. Nothing in this video is meant to be taken as personal financial advice. Hire a financial professional if you need one. As a wealth coach, I do not invest for others. |