Donoghue Forlines Rules-Based Portfolio Strategies

The Donoghue Forlines rules-based line of strategies utilizes technical indicators to recognize shifts in market momentum and leverages proprietary tactical signals within custom indexes to preserve capital in down-trending markets. These investment products seek to offer a stronger client-centric risk-adjusted return stream over a full market cycle.

DF Treasury

  • “Rules-Based” short term view of credit trends with a focus on downside protection
  • We focus on credit conditions and technical analysis
    2-4 Week Trends
  • We review risk, positions, and opportunities daily

DF Dividend Midcap

  • “Rules-Based” intermediate term view of equity trends with a focus on downside protection
  • We focus on yield and technical analysis
    2-10 Month Trends
  • We review risk, positions, and opportunities daily

DF Dividend International

  • “Rules-Based” intermediate term view of equity trends with a focus on downside protection
  • We focus on yield and technical analysis
    1-4 Month Trends
  • We review risk, positions, and opportunities daily

DF Dividend

  • “Rules-Based” intermediate term view of equity trends with a focus on downside protection
  • We focus on yield, quality and technical analysis
    3-6 Month Trends
  • We review risk, positions, and opportunities daily

DF Momentum

  • “Rules-Based” intermediate term view of equity trends with a focus on downside protection
  • We focus on price momentum and technical analysis
    3-6 Month Trends
  • We review risk, positions, and opportunities daily

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