Earn more. Risk Less.

Tactical Asset Allocation Strategy

This Tactical Asset Allocation strategy combines multiple strategies with the goal of providing consistent returns with lower volatility in a variety of economic regimes.

This strategy has been designed with the recent challenges of rising interest rates, inflation, and stock market risk in mind. It invests in a mix of ETFs, Mutual Funds and Stocks. Part or all of the portfolio may go to cash or cash equivalent.


Cumulative Monthly Return

Monthly Performance

Risk Return



Drawdown is the measure from the highest high to the lowest low or peak to trough during a specific time period. It is an important measurement of risk. A larger drawdown requires a more significant increase in the security to recover.

Drawdown Report

Any historical returns, expected returns, or probability projections are purely hypothetical in nature and may not reflect actual or potential future performance. All performance data is strictly illustrative in nature, represents best estimates based on available data, and may differ from actual results.Any performance results represent performance of a hypothetical account invested since 2020. Any performance results have been prepared by Oui Financial, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment principle is possible. Account holdings and related information are for illustrative purposes only and are not to be considered investment recommendations. YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH YOUR FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.

Cryptocurrency Wallet

  • Certified RIA-DAC in Blockchain and Digital Assets®
  • Willow crypto partner
  • Long term investment
  • No “meme” cryptos
  • Crypto investment consistent with use cases and identified needs
  • Investment in crypto with a large developer community

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