$JOJO: CE-Credit Webinar on Credit Rotation — Why Static Bond Allocations May Be a Risk
There’s an assumption embedded in most portfolios that rarely gets questioned:
Bond exposure should remain relatively stable.
Investors rebalance equities.
They shift sectors.
They tactically rotate internationally.
But when it comes to credit exposure, many simply set it and forget it.
That assumption deserves scrutiny.
Credit is not a static risk. It expands and contracts. It tightens and widens. It rewards complacency — until it doesn’t.
I’m hosting a CE-credit approved educational webinar to walk through the disciplined framework behind the ATAC Credit Rotation ETF ($JOJO) — a strategy designed around a simple but important question:
Should credit exposure remain constant when market risk conditions evolve?
This is not about forecasting recessions.
It’s not about guessing rate cuts.
It’s not about predicting headlines.
It’s about defining a response in advance.
During this session, we’ll explore:
The difference between credit risk and duration risk
Why utilities sector behavior can provide insight into regime shifts
The logic behind “Credit-On” vs “Credit-Off” positioning
The structural trade-offs between high yield and long-duration Treasuries
Behavioral mistakes investors tend to make during volatility
Most bond discussions focus on yield.
This discussion focuses on posture.
The goal is not to eliminate volatility. The goal is to respond to it deliberately rather than emotionally.
If you allocate to bonds — or advise clients who do — this framework matters.
Webinar Details
📅 Date: Tuesday, March 24
⏰ Time: 1-2 PM EST
🔗 Register here: https://us06web.zoom.us/meeting/register/2N6CU4izQpy3JumYM9R8Fg#/registration
This webinar is CE-credit approved by the CFB Board and structured as an educational session.
Join live. Bring your skepticism. Ask hard questions.
—
Michael A. Gayed, CFA
Portfolio Manager, $JOJO
Important information:
The Fund’s investment objectives, risks, charges, expenses and other information are described in the statutory or summary prospectus, which must be read and considered carefully before investing. You may download the statutory or summary prospectus or obtain a hard copy by calling 855-ATACFUND or visiting www.atacfunds.com. Please read the Prospectuses carefully before you invest.
Investments involve risk. Principal loss is possible. Because the Fund expects to change its exposure as frequently as each week based on short-term price performance information, the Fund’s exposure may be affected by significant market movements at or near the end of such short-term periods that are not predictive of such asset’s performance for subsequent periods.
Distributed by Foreside Fund Services, LLC.