"Built for Tactical Tech Exposure PTF serves investors wanting concentrated technology exposure without picking individual stocks or holding a static portfolio. The fund uses Dorsey Wright's relative strength methodology, ranking technology stocks based on price performance against peers. Winners get overweighted, losers get cut. The portfolio rebalances regularly, maintaining at least 30 positions but concentrating heavily in names showing the strongest technical momentum."
"Over the past decade, PTF's momentum approach delivered 598% total returns by systematically overweighting smaller, more volatile technology names. This tactical rotation strategy identifies emerging tech leaders before they become established giants, allowing the fund to capture explosive growth phases that passive approaches miss. The result: PTF significantly outperformed both QQQ's mega-cap focus and SPY's broader market exposure, validating the power of disciplined momentum investing in the technology sector."
PTF uses Dorsey Wright's relative strength methodology to rank technology stocks by price performance, overweighting winners and cutting losers while maintaining at least 30 positions and rebalancing regularly. Over the past decade the fund delivered 598% total returns by systematically overweighting smaller, more volatile technology names and capturing explosive growth phases ahead of larger peers. The portfolio concentrates in high-momentum subsectors such as semiconductor equipment and optical components, and can outperform mega-cap-focused indexes like QQQ and broad-market SPY. Concentrated allocations to small, unprofitable names—for example Ondas Holdings at nearly 6%—increase risk and volatility, causing sharp drawdowns in downturns.
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