September 28, 2022
Using the DWA DALI chart is an adaptive suite of risk management solutions for investors, with the primary objective of pivoting between wealth accumulation strategies (i.e. offense), and wealth preservation strategies (i.e. defense), in a timely fashion. The methodology used is rules-based, and designed to follow the strongest sector & asset class trends within a broad array of investment options. We used Dorsey Wright guidance as it employs its relative strength-based ranking process for each major asset class (including cash), and each major investment sector within them. The rankings are then used to construct and manage our client portfolios by “tilting” toward the strongest of asset classes, but doing so within the guidelines of basic strategic investment boundaries. In this manner, using Dorsey Wright’s methodology we can capture powerful investment trends, yet mitigate the impact of a bear market in stocks, or rising trend in interest rates, along the way.
