Podcast
The Importance of Having a Tactical Portfolio
Greg Wise
March 21, 2025
In times like these, a basic approach simply doesn’t cut it.
Today’s markets require a more dynamic approach.
At Aretec, we understand that the market moves quickly, which is why we take an active approach to investing.
We work to keep your money safe when risk levels are elevated — but also make sure we can take advantage of good buying opportunities when the market becomes oversold or washed out.
In the quick video below, hear more about how having a tactical, dynamic approach can navigate you through today’s volatility.
The markets today move quicker than ever before.
It was just last week that the S&P 500 fell into correction territory after dropping 10% from its all-time high on February 19th, making it the sixth fastest correction in the last 75 years.
It has been a similar story with the Nasdaq, still off over 12% from its all-time high a few weeks ago.
A passive buy-and-hold approach leaves you susceptible to these quick drawdowns, and doesn’t give you the chance to be opportunistic and capitalize when market conditions are more favourable.
We continue to watch our indicators and are staying disciplined in our approach.
We manage the portfolio based on our Red Light, Yellow Light, Green Light approach and are ready for anything.
As always, feel free to reach out if you would like to discuss your investment portfolio or your financial, wealth and retirement plan. We are here working for you.
We want you to be wealthy.
We want you to feel wealthy.
We want you to Realize Your Wealth™.
Best,