If you missed recent newsletters about TacticalMind AI™ (https://tacticalmind.ai), you didn’t hear about the most exciting investment tool I’ve seen since I got into the industry 25 years ago.
AI isn’t going to solve all problems, but with investing, AI is really going to help. TacticalMind AI™ is a 1st-to-market tool that will not only give you CFA® type research, but it will tell you how to make portfolios better with specific recommendations (stocks, ETFs, mutual funds). It will also design strategies from scratch and run them going forward.
7-, 30-, 90-Day and 12-Month Market Outlook
The recommendations provided by TacticalMind AI™ are derived from its market outlook.
What this 14-page report provides is mind-blowing. To sign up for this month’s FREE monthly report, click on the following:
https://onpointesoftware.com/tacticalmind-ai-market-outlook
I anticipate this will be the last month we give away the FULL version of this report. TacticalMind AI™ is currently being tested by several multi-billion-dollar RIAs with the anticipation that we’ll make the tool available to ALL new users by September 1st. We thought it would launch in August, but that’s software.
We will continue to give away a scaled-down version of the report on a go-forward basis. That info will still be useful even for those who are not official users of TacticalMind AI™.
TacticalMind AI™’s Model Returns for July
Because the tool can do portfolio design and run a portfolio from scratch, we created several that we’ve been tracking. They have exceeded our expectations so far.
Here are the gross returns for July:
-Conservative 1.06%
-Moderate Growth 1.06%
It is not a typo; both have different investments and happened to be the same for July.
-Growth 2.85%
-Aggressive Growth 5.80%
-Risk On/Risk Off 1.49%
Benchmarks:
-AGG (Bond Index) -1.30%
-60/40 Stock/Bond -0.50%
-S&P 500 0.03%
-QQQ -6.57%
We’ve been running these TacticalMind AI™ strategies for several months now, and all have been soundly beating their benchmarks. Hopefully that will continue, but time will tell.
Eventually, we will add the TacticalMind AI™ strategies to our “anti-TAMP” platform. So, those of you using a TAMP like Asset Mark, SEI, Orion, Envestnet, etc., should definitely check out our platform at https://advisorstamp.com.
We will also be incorporating TacticalMind AI™ into the review process for the strategies offered by our “advisor-owned” RIA (https://advisorsharewm.com), as well as the TacticalMind AI™ model portfolio, once Joe Maas gives them the green light. So, if you are an IAR at Brookstone, Redhawk, and many of the other average RIAs in the industry, you might want to consider moving.
Reminder: What is in the Market Outlook?
Investment opportunity map (strong, moderate, weak) for 20 different stock market sectors.
Status of key market drivers like equity momentum, bond yields, credit conditions, the US dollar, commodities, and volatility.
Drawdown monitor (worst 1-year drawdown of various sectors).
Sector relative strength breakdown (30-day momentum rank).
Quantitative scorecard—all assets (sorted by 30-day Sharpe ratio (best risk-adjusted returns)).
Tactical playbook—suggestions for tactical traders (7-30 days), strategic traders (90 days), and passive/long-term traders.
Bull vs. bear analysis—the tool has a bull and bear analyst, and it debates with specificity each other’s position. This month, the bull won out 65% conviction vs. 35% conviction for the bear.
Sentiment & market microstructure for the fear level, vol term structure, hedging demand, retail mood, and news tone.
Market outlook conclusion for 7 to 30 days, 90 days, and 12 months.
Sector positioning heat map —the following is the TacticalMind AI™ belief of which sectors have a positive outlook, a neutral outlook, and a negative outlook.
Cross-asset correlation matrix (90-day rolling correlation of 8 major classes).
Signal Matrix—indicators on various items (see below, this month’s matrix).
Whether you are managing $20, $50, or $100+ million, TacticalMind AI™ is a tool you are going to want so you can have access to the industry’s #1 AI tool to help you improve your portfolios.
