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Tuttle Tactical Management launches tactical income ETF


Tuttle Tactical Management, in conjunction with ETF Issuer Solutions, has launched the Tuttle Tactical Management Multi-Strategy Income ETF, the firm’s second ETF following the launch of the Tuttle Tactical Management US Core ETF in February.

The new ETF is designed to deliver portfolio income, while providing the investor tactically managed exposure to the markets. Etfis Capital, a sister company to ETF Issuer Solutions, is the advisor to the fund and Tuttle Tactical Management is the fund sub-advisor. The rules-based ETF will leverage Tuttle Tactical Management’s four uncorrelated tactical models:
• Income Relative Momentum Model consists of one or more Income Exchange Traded Products (ETPs) based on relative strength determined on a monthly basis.
• Dividend Counter-Trend Model invests primarily in dividend-paying equity securities when short-term (daily) market models trending downwards, and cash or cash equivalents when short-term (daily) models show markets trending upwards.
• Dividend Tactical Fundamental Earnings Model invests in a portfolio of Dividend ETPs when intermediate (weekly) models show stock markets are generally trending upwards and earnings are generally trending downwards, and cash and cash-equivalents during periods when the Sub-Adviser’s intermediate (weekly) models show stock markets are generally trending downwards and earnings are generally trending upwards.
• Dividend Absolute Momentum Model invests in Dividend ETPs when the intermediate (weekly) models show stock markets are trending upwards, and the invests in cash, cash equivalents or ETPs holding fixed-income securities during periods when intermediate (weekly) models show markets are trending downwards, in accordance with the their relative strength.
Matthew Tuttle, CEO and portfolio manager of Tuttle Tactical Management, says: “Income investors need a combination of yield and capital gains, and most cannot afford living off of only yield while seeing their principal erode. The bond market remains challenging for investors, and we know that interest rates will rise. The need for income investing strategies that can allocate tactically in the face of increasingly complex market conditions is clear. We believe that this ETF is debuting at a critical time for income-minded investors.”

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