by Doug McKay | May 13, 2022 | Managed Accounts
by Doug McKay | Mar 31, 2022 | Managed Accounts
by Doug McKay | Feb 11, 2022 | Managed Accounts
Since the market bottomed on Jan 28th the “Tactical Opportunity” Strategy has advanced +8.19% vs. +2.13% for the S&P 500. Since last Friday the Opportunity has advanced +5.15% while the S&P 500 has declined 1.31%. For this week, the Opportunity has advanced...
by Doug McKay | Dec 6, 2021 | Charts, Managed Accounts
Below is nearly a full list of stocks that were sold out of our LPAM “Tactical Opportunity” Strategy in early 2021 after a nice run in ‘20. This understandably left some clients scratching their heads at the time. Today we see that was a prudent move for almost all...
