Tactical Sleeve for the Conservative Minded
By Charles Lynn Bolin Momentum is contrasted with Buy and Hold to develop a Tactical Sleeve. The objective is to increase risk-adjusted returns and benefit from the evolving business cycle.
I have written articles on Mutual Fund Observer about investing according to the business cycle, fund rotation, and trend following as well as finding funds that manage risk over the complete business cycle. As an individual investor nearing retirement, I like to evaluate funds and the investment once a month…
