Donoghue Forlines Global Tactical Portfolios

These portfolios are constructed using fundamental research to develop a top-down macro view with a global orientation. The suite of Global Tactical Portfolios enables clients to obtain exposure to all three major asset classes—global equities, fixed income, and alternatives—in a single portfolio using low-cost ETFs.

Diversification across regions and asset classes is critical to long-term investment success—it enables the team to reduce portfolio risk and volatility while producing strong returns. The Global Tactical Portfolios are long-term investments, presenting growth potential and risk management across all asset classes, and are used as the risk-managed core of a client’s portfolio. The team invests in liquid, low-cost exchange-traded funds (ETFs) based on a long-term secular view with tactical positioning during the shorter-term business and credit cycles.

DF Global Tactical Allocation

This is the “flagship” portfolio of the Donogue Forlines Global Tactical Product Suite and employs the main strategic and tactical approaches. It is a core portfolio that contains three asset classes in one brokerage account-equities, fixed income and alternatives (commodities and hard assets). The strategy targets long term global macro economic trends while utilizing shorter term economic variables in analyzing potential price movements in the three main asset classes.

The portfolio holds fixed income investments in almost all market conditions, but has immense flexibility in holding equities, alternatives and cash. As a result, the level of investment risk in this portfolio may be lower than similar moderate allocation mutual funds. GTA employs larger and more frequent shifts in asset allocation to the modern volatile investment environment.

DF Global Tactical Income

  • Seeks to provide high current income and preservation of principal, while taking advantage of market opportunities to achieve conservative capital appreciation
  • Invests in ETFs across three asset classes – primarily fixed income and alternatives, and to a much lesser extent equities
  • Takes a long-term secular view with tactical positioning during the shorterterm business and credit cycles

DF Global Tactical Conservative

  • Seeks to achieve conservative capital appreciation with an emphasis on preservation of capital
  • Invests across three asset classes: equities, fixed income and alternatives with a global orientation
  • Takes a long-term secular view with tactical positioning during the shorterterm business and credit cycles

DF Global Tactical Growth

  • Seeks to achieve greater capital appreciation than our DF GTA portfolio while using its tactical nature to preserve capital
  • Invests across three asset classes: equities, fixed income and alternatives with a global orientation
  • Takes a long-term secular view with tactical positioning during the shorterterm business and credit cycles

DF Global Tactical Equity

  • Seeks to achieve strong capital appreciation while using its tactical nature to preserve capital during times of market stress
  • Primarily equities, and to a much lesser extent fixed income and alternatives
  • Takes a long-term secular view with tactical positioning during the shorter term business and credit cycles
Details and fact sheets about the Donoghue Forlines Global Tactical portfolios are coming soon.
Chart illustrating how these Global Tactical Portfolios fall on a spectrum from most "income weighted" to most "growth weighted." In respective order, they are: income, conservative, allocation, growth, equity.
Chart illustrating how these Global Tactical Portfolios fall on a spectrum from most "income weighted" to most "growth weighted." In respective order, they are: income, conservative, allocation, growth, equity.

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