Howard Rothman's Prudent Wealth Strategy
Short-termMonthly Updated
TradingKey Investment ResearchUpdated:2025-09-13In the ever-changing market, how can one both capture upside potential while effectively managing downside risk? Refined by the TK Quantitative Team, Howard Rothman’s Prudent Wealth Strategy combines fundamental analysis with dynamic factor adjustments to create an intelligent framework that adapts seamlessly to changing market conditions. The strategy involves carefully selected companies, prudent valuation-based trading, and market-state recognition engine, aiming to flexibly shift allocations between core and defensive assets. Whether riding bullish trends or protecting capital during downturns, it responds with agility and precision. Unique features like its dual-asset pool structure and portfolio rebalancing during cooloff periods further enhance its stability and responsiveness.
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