Dan Russo

Dan Russo, a seasoned Portfolio Manager at Potomac Fund Management, brings over two decades of financial experience to the table. He dives into the significance of technical analysis in guiding investment decisions and shares his tactical approach to current market conditions. Dan highlights the contrast in individual stock performances amid a bull market and discusses the evolution of technical analysis, including integrating it with fundamentals. He also emphasizes the importance of disciplined risk management and systematic evaluation in effective portfolio management.

Dan Russo, Co-Chief Investment Officer at Potomac Fund Management and expert in tactical asset allocation, joins Michael Batnick and Ben Carlson to explore the complexities of tactical investing. They discuss why diversification often fails, the intricacies of trend-following strategies, and the mechanics behind Potomac's quantitative approach. Russo highlights the importance of risk metrics, particularly maximum drawdown, and shares insights on how advisors can effectively combine different funds to meet client goals.

Dan Russo, Potomac Funds’ Portfolio Manager and CIO known for tactical, rules-based quantitative strategies. He talks trading timing over buy-and-hold, focusing on max drawdown and behavioral risks. He outlines Potomac’s trend, breadth, and intermarket three-lens model. He also covers cash as a diversifier, converting technical rules into systems, and why execution and futures matter.