Strategies | Research and Insights
We are ringing the closing bell on the CBOE on 5/23 for the Brendan Wood Top Gun ETF (BWTG) in Chicago. Cocktail reception to follow. If you are going to be in Chicago and would like to come let me know.
ETF Model Portfolios
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You may have seen the news that WZRD is shutting down and distributing cash to shareholders. We are working with them to try to relaunch the ETF and hope to have it back out there within 90 days or so. For now we are keeping that 5% allocation reserved for the relaunch.
Current Allocation: TCM ETF Model Portfolio
US Equity 56%
Trend Following/Tactical 38%
Emerging Market Equity 5%
Cash 1%
TCM ETF Model Portfolio Current Investments
IMGP DBI MANAGED FUTURES STR (DBMF) 10.00%
NATIONAL SECURITY EMERGING MARKET INDEX ETF (NSI) 5.00%
GOOSE HOLLOW TACTICAL ALLOC (GHTA) 7.00%
RAREVIEW SYSTEMATIC EQUITY (RSEE) 6.00%
OPPORTUNISTIC TRADER ETF (WZRD) 5.00%
BLUEPRINT CHSPK MA TREND ETF (TFPN) 10.00%
LAFFER TENGLER EQUITY INC (TGLR) 27.00%
BRENDAN WOOD TOP GUN STRATEGY (BWTG) 27%
ASTORIA US QUALITY KINGS (ROE) 2%
Matthew Tuttle is the Chief Executive Officer and Chief Investment Officer of Tuttle Capital Management, LLC.
At Tuttle Capital Management (“TCM”), we want to help educate investors about different ways to allocate and manage assets. TCM strives to create innovative portfolio management tools coupled with investment strategies designed to help mitigate risks and potentially enhance returns.
The TCM ETF Model Portfolios are hypothetical models for illustrative purposes only to demonstrate how ETFs, including those sponsored by TCM can potentially fit into an investor’s portfolio. This is not personalized investment advice or an investment recommendation from TCM. Financial advisors can use this, with other information, as a resource to help build a portfolio or to aid in the development of investment advice for your clients. You are responsible for making your own independent judgment as to how to use this information.
Tuttle Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
The hypothetical model portfolios discussed herein are provided for illustrative purposes only. This information should not be relied upon for trading purposes or as investment advice, research, or a recommendation by TCM regarding (i) any fund, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Financial advisors are responsible for making their own independent judgment as to how to use this information. Target allocations contained herein are subject to change. There is no assurance that the target allocations can or will be achieved, and actual allocations and risk or return profiles of actual portfolio holdings may be significantly different from those shown here.
The information presented is not definitive investment advice, should not be relied on as such, and should not be viewed as a recommendation by TCM generally or for any purpose outside of TCM’s model portfolios as of the date indicated. It is presented solely to illustrate TCM’s investment process in developing the model portfolios and its analysis and views of the funds that comprise the model portfolios as of the date indicated. The funds presented herein are not representative of all of the funds purchased, sold or held for advisory clients, and it should not be assumed that investment in the funds identified was or will be profitable. TCM’s views of, recommendations with respect to, and investment decisions regarding, securities may vary across TCM’s strategies. Such recommendations are subject to change continually and without notice of any kind and may no longer be true after the date indicated.
The information presented in this presentation has been developed internally and/or obtained from sources believed to be reliable; however, TCM does not guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and other information contained in this presentation are subject to change continually and without notice of any kind and may no longer be true after the date indicated. Any forward-looking statements speak only as of the date they are made, and TCM assumes no duty to and does not undertake to update forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time. Actual results could differ materially from those anticipated.
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