[vc_row][vc_column][vc_column_text]The asset management industry is dominated by a buy-hold-hope mentality, which makes sense in most cases because, statistically, the equity markets go higher 80% of the time. We are taught that to achieve great long-term returns, we must be willing to ride through periods of high volatility and that corrections happen along the way. Considering that the long-term average peak-to-trough drawdown in the S&P 500 is 14%, I believe that most financial advisors and clients would agree that a smoother ride would be the preferred way. Strong returns with lower volatility along the way sounds a lot like having your cake and eating it too. What if this might be possible?[/vc_column_text][vc_btn title=”Download the Full Case Study Here” color=”primary” i_icon_fontawesome=”fa fa-cloud-download” add_icon=”true” link=”url:https%3A%2F%2Fgo.pardot.com%2Fl%2F497001%2F2020-09-29%2Fvj8sbn||target:%20_blank|”][/vc_column][/vc_row]
A Successful Investing Approach: Tactical Trading Inside a Long-Term Portfolio
Eric Clark, Portfolio Manager
Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors, sub-advisor to a consumer-oriented strategy at Rational Funds. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.