WLTG

WLTG seeks long-term capital growth by combining two strategies: (1) equity stock selection based on quantitative analysis with an emphasis on earnings, and (2) tactical allocation based on a third-party algorithmic trend analysis. The first strategy makes up approximately 75% of the portfolio. It uses a quantitative buy-hold-sell ranking system to narrow down its selection of mainly 25-35 large-cap companies, using midcaps or equity ETFs at the advisors discretion. The remaining 25% (second strategy) is comprised of ETFs that track indices of asset class, industries, sectors, or market capitalization that demonstrate positive market trends. This piece of the portfolio is a defensive hedging strategy, which could have exposure to cash, gold, US Treasurys and equal-weighted inverse ETFs during negative market trends. During periods of long-term positive equity market trend, WLTG will be fully invested in individual equities and equity ETFs.