This strategy is constructed using a “Core & Explore” asset allocation ideology. This gives investors exposure to a vast array of financial markets through the “core” positions, while also allowing Polaris Wealth to make tactical allocation decisions to take advantage of opportunities in specific market sectors or regions with the “explore” positions.
Polaris Wealth manages its strategies with a degree of flexibility which allows for us to increase equity exposure during times of market strength and limit equity exposure in times of market weakness. The typical equity exposure for the Polaris Wealth Tactical Moderate ETF strategy is between 40-60%. It is a suitable allocation for individuals with medium-term time horizons looking for growth and income.
As Of 6/30/2023
Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.
For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.