Welcome back to the Salty Wisdom Wealth Strategies podcast. Today I will be talking about tactical investing, one of the four tier strategies I have when it comes to managing a stock portfolio. We will talk about some of the advantages and disadvantages of tactical investing.

Before making any decisions, I will give you a sound understanding, and a foundation of which questions to ask when you start doing your own research. I touch on how tactical investing can be both short and long term and how core investments are different from tactical investing. I also talk a little about tactical strategy and tactical intelligence and I share some real world examples.

It is important to keep in mind that I am not telling you which industries or companies are right for you. You should schedule a free consultation with me or any professional financial advisor to make sure you are meeting your investment needs.

In This Episode

[01:54] - Welcome to Salty Wisdom Wealth Strategies!

[02:17] - Let’s define what we mean by tactical investing.

[03:23] - I share an example for easier understanding.

[06:15] - Something that needs to be evaluated on a regular basis: current economic conditions.

[07:16] - Now let's look at defense stocks.

[09:57] - I am not saying tactical investing should be a trading strategy.

[12:15] - We have different economic and different financial environments here to consider.

[14:01] - Here are some questions to ask to get you started.

[16:00] - I offer up a different look at tactical strategy involving tactical intelligence.

[18:30] - When you are making day to day decisions, you are making a tactical decision.

[19:15] - Thank you and closing remarks.

Contact

Mark Melrose

Wealth Manager

Unity Wealth Management

980-262-4118