Gradient Tactical Rotation
Algorithm-Based Investment Strategy
Targeted
One sector at a time to capture most opportunistic price momentum

Algorithm
Based on computer algorithms that are verified by the Investment Team at Gradient Investments

Efficiency
Holds only one ETF at a time; allows for $10,000 minimum

Equity markets around the globe often display wide dispersions of return over time. This creates the opportunity to make tactical investment decisions and rotate funds to areas of strength around the globe. This process identifies broad geographic investment markets (and their sub-sectors) where price momentum is greatest. In significant and sustained down markets throughout the world, the GTR can deploy a catastrophic cash call and move 100% to cash.

Portfolio Manager:
Computer Model with Gradient Investments Override Potential

Withdrawal Schedule
Five Business Day

Non-correlated Assets
Inv. Approach: Long term investment strategy re-evaluated monthly

Time Horizon
5+ Years

Asset Structure
One ETF for equities; multiple ETFs to cover fixed income if included