DF Tactical Momentum achieves Gold ranking, while DF Global Tactical Growth enters with Silver, on SMArtX’s Q3 2026 Select List.
BOSTON, MA, UNITED STATES, October 6, 2026 /EINPresswire.com/ — Donoghue Forlines, a tactical investment firm headquartered in Boston that has overseen risk-focused portfolios since 1986, announced today that a pair of its strategies received recognition on the SMArtX Advisory Solutions Q3 2026 Select List. DF Tactical Momentum climbed to Gold status after holding Silver in the prior quarter, while DF Global Tactical Growth made its first appearance with Silver status. Both strategies were acknowledged within the Tactical Allocation category.
The SMArtX Select List highlights strategies from the more than 2,500 available through the SMArtX platform, applying a proprietary, data-driven screening approach designed to provide advisors with a consistent method for spotting strategies that show a strong potential for favorable risk-adjusted returns.
Issued on a quarterly basis, the SMArtX Select List assesses strategies using four quantitative measures: excess return, risk/return asymmetry, active tail risk, and return consistency. Strategies that earn a spot on the list have undergone SMArtX’s due diligence process and are continually monitored using a mix of quantitative and qualitative criteria. Donoghue Forlines’ strategies received the following recognition on the Q3 2026 Select List:
DF Tactical Momentum: Tactical Allocation category, Gold status
DF Global Tactical Growth: Tactical Allocation category, Silver status
List breakdown: 100 strategies spanning 32 categories — 45 Gold, 55 Silver
Screening pool: more than 2,500 strategies accessible on the SMArtX platform
For additional details on Donoghue Forlines’ strategies, go to DonoghueForlines.com.
2026 Performance
DF Tactical Momentum delivered 48.82% (gross) / 46.61% (net of 3%) year to date as of June 30, 2026, and 14.64% (gross, annualized) / 11.27% (net of 3%, annualized) since its March 2016 launch. DF Global Tactical Growth posted 22.14% (gross) / 20.33% (net of 3%) year to date through June 30, 2026, versus 8.53% for the DJ Moderate Index, and 9.38% (gross, annualized) / 6.16% (net of 3%, annualized) since its April 2016 start, compared with 7.74% for the index.
About DF Tactical Momentum
DF Tactical Momentum is a systematic strategy focused on large and mid-cap companies with strong intermediate-term price momentum, employing trend-following signals to rotate into short-term Treasuries when trends indicate a more defensive stance.
About DF Global Tactical Growth
DF Global Tactical Growth is a tactically managed approach that invests across equities, fixed income, and alternatives on a global scale, aiming for capital appreciation while using tactical shifts to help protect capital during turbulent market conditions.
About Donoghue Forlines LLC
Donoghue Forlines is an SEC-registered investment advisor established in 1986. The firm runs rules-based, tactically driven strategies for individual investors, corporations, and institutions, including retirement plans and trusts, grounded in the belief that a passive buy-and-hold approach falls short for clients seeking both growth and wealth preservation over the long term.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions provides UMA technology through an API-first, cloud-native platform, streamlining trading, billing, and investment distribution for RIAs, asset managers, custodians, and FinTech firms. Its Select List is released quarterly based on a proprietary quantitative framework.
Disclosures
In September 2026, SMArtX Advisory Solutions placed DF Tactical Momentum on its Q3 2026 Select List with Gold status, and DF Global Tactical Growth with Silver status, both within the Tactical Allocation category. The Q3 2026 Select List includes 100 strategies across 32 categories (45 Gold, 55 Silver), drawn from more than 2,500 strategies on the SMArtX platform. A strategy may receive a different designation or no recognition in future periods. Inclusion does not constitute a recommendation to buy, sell, or hold any strategy and is not a guarantee of future performance. Donoghue Forlines has no affiliation with SMArtX Advisory Solutions.
Performance data for DF Tactical Momentum reflects the DF Tactical Momentum Portfolio Composite, established March 1, 2016. Performance data for DF Global Tactical Growth reflects the DF Global Tactical Growth Portfolio Composite, established April 1, 2016; results prior to January 1, 2018 were generated at a predecessor firm, JAForlines Global, by the same individual who continues to manage the strategy. Results for both composites are based on fully discretionary accounts under management, including accounts no longer with the firm. Past performance does not guarantee future outcomes, and the performance calculation and presentation have not been approved or reviewed by the SEC or its staff. For a compliant presentation and/or the firm’s list of composite descriptions, contact 800-642-4276 or info@donoghueforlines.com.
DF Global Tactical Growth may hold positions on which Donoghue Forlines earns management fees as adviser and/or subadvisor, including Donoghue Forlines-managed funds; consult the applicable prospectuses for further details.
Net 3% returns are shown net of a hypothetical maximum fee of three percent (3%); actual fees vary and no investor is subject to a fee as high as 3%. The Syntax US Large Cap 500 Index (DF Tactical Momentum) and the DJ Moderate Index (DF Global Tactical Growth) are provided for comparison purposes only; both are unmanaged and direct investment in an index is not possible.
Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal.
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