Top Down Tactical™ Hedged Dividend Strategy

Sept. 14, 2010 - PRLog -- Introducing: Top Down Tactical™ Hedged Dividend Strategy

A new investment management strategy designed for today’s dangerous economy

The economy and the financial markets are the most difficult and dangerous as I have ever seen in my 27 years in the industry, and overwhelming consensus is that the dismal economy will get even worse. As you can see from the chart below, we are likely only about half way through this bear market. Nevertheless, many people continue take on far more risk than they need, want to, or even that they are aware of.

However, given today’s uncertain times and low interest rates, what is an investor to do? You cannot just sit in cash or cd’s awaiting Armageddon and/or close your eyes with a buy-and-hold (buy-and-hope) investment portfolio either. Both approaches would prove catastrophic for virtually anybody’s long-term financial plans. Successful investing requires that we take what the market gives us. That means tactically investing in the appropriate assets that take the very least amount of risk possible to achieve your goals. That is exactly what this strategy is designed to do.

Who this is for:
Moderate growth and income investors who are looking for reasonable returns and who are not concerned with “beating the market”. Our goal will be to capture 70-80% of the upside of the financial markets with only 30-40% of the risk. Please note: This program is not for speculative or aggressive growth investors.

What it will do:
This innovative new strategy will combine our Top Down Tactical TDT™ with a hedged dividend approach that will capture the dividends and income of high yielding stocks, bonds and preferreds, while hedging the principle against a market decline. What we like to call. “Grabbing nickels and dimes in front of the steamroller”.  This is not a generic, one size fits all program. Each portfolio will be tailor made for each individual investor.

What many investors fail to realize is that dividends account for almost half of the return of the S&P500 since 1925 and over 100% for the last decade. The continued uncertainty has created tremendous opportunities for moderate growth and income investors, driving dividend yields well above average, as currently there are many high  quality issues with yields of 8-10% and higher. This program is designed to build a portfolio of the best high yielding investments. It will then hedge the principle using inverse market funds, which rise in value when the stock market falls. Therefore, we will be hedging or protecting some or all of the portfolio, while collecting the dividends on the investments.

For more information please contact Keith Springer at 916-925-8900 or Keith@KeithSpringer.com


There is no guarantee that this portfolio will achieve its objectives. The information and any statistical data contained herein have been obtained from sources which we believe to be reliable, but we do not represent that they are accurate or complete, and they should not be relied upon as such. Past performance is no guarantee of future results, and current performance may be lower or higher than the performance data quoted.



1383 Garden Hwy., Suite 200  ∙  Sacramento, CA 95833  ∙  (916) 925-8900
www.KeithSpringer.com   ∙  Keith@KeithSpringer.com  ∙  CA Insurance License #0G11958
Providing Independent Professional Financial Advice since 1985

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Keith Springer presedent of Capital Financial Advisory Services, a SEC Registered Investment Advisory Firm.He has successfully built tax-efficient retirement portfolios and has been providing specialty wealth management services for over 25 years.