Allocation Tool

By adding an allocation to TCTL, you can integrate a tactical dimension into your diversified portfolio, which can respond to changing market conditions, and adjust with the goal of helping to mitigate overall risk exposure. When using TCTL in conjunction with a core diversified portfolio, the goal is to control the overall high and low equity exposure by adjusting the allocation to TCTL, all the while remaining in a diversified basket.

By manipulating the sliders below, you can set your minimum and maximum desired equity exposure, which translates into a specific risk tolerance. The Allocation Chart will then display a tactical exposure for a portfolio based on risk tolerance based on your inputs.

The Diversified Allocations Chart will dynamically respond to the sliders, showing, for illustrative purposes, what portfolio weights may look like based on the minimum and maximum equity exposure levels selected.