Strategic Allocation (SA) utilizes Q3’s systematic investment ranking process. Like traditional asset allocation, SA chooses among a diverse mix of asset classes and sectors, but it only holds investments that are showing positive momentum. The strategy systematically replaces underperforming investment choices and seeks to create the best performing portfolios from the top performers.
- The strategy is designed to perform best during bull markets. While it can increase exposure to defensive market segments (including fixed income funds) during sustained downtrends, these adjustments tend to be gradual
- Conservative, Moderate and Growth risk profiles available
- 30-day trade cycle