The principal objective of our Tactical DIA-R/S portfolio is to outperform the typical diversified stock and bond portfolio through a disciplined and active management approach. The portfolio seeks to over-weight exposure to the most promising asset classes relative to prevailing market conditions.
The portfolio framework for the Tactical DIA-R/S program
consists of the following parameters: (1) Allowable investment types are stock,
bond, money market, and inverse funds, (2) Asset allocation range is a maximum
100% equities, 100% fixed income securities or 100% Money Market, (3) Number of positions held
are four maximum and one minimum, and (4) Transaction frequency is market-driven
at manager's discretion.
