Strategy

Our Global Tactical Portfolio Suite

Portfolio Quick View Sheet

JAForlines Global (JFG) constructs investment portfolios using fundamental research to develop a top-down macro view with a global orientation. JFG’s 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 JFG to reduce portfolio risk and volatility while producing strong returns. JFG’s 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

JFG 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.

Global Tactical Allocation Portfolio (GTA)

JAForlines GTA Portfolio

This is the “flagship” portfolio of JFG and employs the main strategic and tactical approaches of JFG. 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 GTA 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.


Global Tactical Income Portfolio (GTI)

Global Tactical Income Portfolio

Our GTI Portfolio seeks to deliver high current income while preserving principal. As a secondary goal, we also seek conservative capital appreciation. Concerns about the bond market and potential for rising interest rates make it timely to consider this portfolio.

Global Tactical Conservative Portfolio (GTC)

Global Tactical Conservative Portfolio

Our GTC Portfolio is designed to be a core, long-term investment, presenting conservative growth potential and risk management across all asset classes. This strategy seeks to achieve conservative capital appreciation while emphasizing preservation of capital.

Global Tactical Growth Portfolio (GTG)

Global Tactical Growth Portfolio

Our GTG Portfolio is designed to be a core, long-term investment, presenting growth potential and risk management across all asset classes. This strategy seeks to achieve greater capital appreciation than our Global Tactical Allocation (GTA) portfolio.

About JAForlines Global

JAForlines Global (JFG) is a New York-based investment management company specializing exclusively in separately managed and model account strategies for clients of select independent RIAs, Broker/Dealers and their Registered Representatives.

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JAForlines Global
Tel: (516) 609-3370
Email: Sales@jaforlines.com