Katie Stockton, CMT, Founder & Portfolio Manager at Fairlead Strategies joins Devon Drew, CIMA, CRPC, CEO, DFD Partners to discuss the launch of TACK and how the fund leverages technical analysis to manage risk in difficult markets.
Today’s market environment poses distinct challenges for financial advisors. Themes like rising rates, high inflation, and high correlation between assets make risk management essential to a successful portfolio.
The Fairlead Tactical Sector ETF (TACK) employs a sophisticated proprietary model that was designed to identify and facilitate long-term momentum shifts. Fairlead Strategies created a model that leverages sector leadership in the U.S. equity market, while managing downdrafts by incorporating exposure to other asset classes, like Treasuries, gold, and cash. TACK aims to capture capital appreciation while helping to protect against potential downside risks.
To learn more, register and watch: Technical Analysis for Risk Management
Topics include:
- Price-based analysis can be especially helpful in an environment where correlations are as high as they are today among risk assets.
- Katie will present her systematic approach to technical analysis, applying her preferred indicators to the current environment.
- Attendees will learn ways to identify key levels on the charts to help discern risk/reward.
- Katie will also overview the Fairlead Tactical Sector ETF (TACK).
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DFD Partners is a fintech platform that connects financial advisors to prospective clients and investment solutions. The firm is dedicated to maintaining its status as a cutting edge platform in the industry. DFD Partners leverages data and AI to provide asset managers with innovative and data driven solutions.