We Can Employ Both Cyclical (Short-Term) and Secular (Long-Term) Bull and Bear Market Tactics with Your Portfolio

To manage this variability, investors need more tactics at their disposal than just buy and hold, mutual funds, ETFs, or passive-only approaches. These tactics may work in a secular bull market, but they have not worked in the U.S. since 2000. Investors need a flexible and adaptable strategy. Our 3D Fusion Approach™ is designed to provide this.

No advisor can predict each move of the market, but we believe we can generally recognize when investors fall prey to “irrational exuberance” or panic selling. Such overreactions can serve as buy or sell signals. It is hard to forecast how long an overreaction will persist, which makes it equally hard to judge when to buck the prevailing trend. Nevertheless, past cycles have shown us that it is prudent to have such tactics at our disposal. We use them sparingly and in combination with broader diversification and investment management approaches.