Gradient Tactical Rotation

Algorithm-Based Investment Strategy


One sector at a time to capture most opportunistic price momentum


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


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