Donoghue Forlines Tactical Income Fund Class I (PWRIX)

Overview

The company is focused on investing in a diverse range of income-generating assets through a structured portfolio of fixed income and alternative strategy exchange-traded funds (ETFs). The investment strategy emphasizes the inclusion of both traditional fixed income securities and more speculative high-yield or "junk" bonds, offering a blend of stability and potential for higher returns. Additionally, the company extends its investment horizon to dividend-paying equity securities across various markets, including the U.S., foreign, and emerging markets, aiming to provide investors with a comprehensive income-generating solution.

Products and Services

• Income-Producing Fixed Income ETFs

  These ETFs are designed to generate income through investments in fixed income securities. By including non-investment grade, high-yield assets, the company targets higher income potential for investors, though it also involves a higher risk compared to investment-grade securities.

• Alternative Strategy ETFs

  This category includes ETFs that employ alternative investment strategies. These funds aim to provide income through non-traditional paths, which might involve derivatives or leveraging, to achieve returns uncorrelated with the broader market.

• Dividend-Paying Equity ETFs

  The focus here is on ETFs that invest in companies with a record of paying dividends. This includes a broad range of issuers from the U.S., foreign, and emerging markets, offering a diversified portfolio option that seeks to deliver steady income through dividends alongside potential capital appreciation.