Donoghue Forlines' Tactical Momentum SMA earns Silver on SMArtX Select List

Donoghue Forlines said its DF Tactical Momentum SMA was named to SMArtX Advisory Solutions’ Q2 2026 Select List with Silver status in Tactical Allocation. The recognition comes as the strategy posted strong 2026 and longer-term returns, though SMArtX says Select List inclusion is not a recommendation and does not predict future performance.

Why it matters: - The recognition puts Donoghue Forlines’ DF Tactical Momentum SMA in a quarterly screening list used by advisors to compare strategies on risk-adjusted return potential. - The Select List covers a relatively small subset of the more than 2,500 strategies available on the SMArtX platform. - Silver status may help the strategy stand out in the Tactical Allocation category.

What happened: - SMArtX Advisory Solutions named DF Tactical Momentum SMA to its Q2 2026 Select List with Silver status in Tactical Allocation. - The list was published quarterly and the Q2 2026 edition included 109 strategies across 33 categories. - The list broke out to 49 Gold selections and 60 Silver selections. - Donoghue Forlines is a Boston-based tactical investment firm founded in 1986.

The details: - SMArtX said its screening process evaluates excess return, risk/return asymmetry, active tail risk and return consistency. - Strategies on the Select List go through SMArtX due diligence and ongoing review using quantitative and qualitative parameters. - DF Tactical Momentum SMA returned 48.82% gross and 46.61% net of a hypothetical 3% fee year to date through June 30, 2026. - The strategy returned 68.63% gross and 63.66% net over the trailing 12 months ended June 30, 2026. - The strategy returned 37.51% gross annualized and 33.46% net annualized over the trailing 3 years ended June 30, 2026. - The strategy returned 14.63% gross annualized and 11.25% net annualized over the trailing 10 years ended June 30, 2026. - Since its March 2016 inception, the strategy returned 14.64% gross annualized and 11.27% net annualized. - The strategy stayed fully invested in equities through the first half of 2026. - Momentum led other factors during the period, and the strategy’s rules-based process kept it positioned to participate in that strength. - The strategy would need a sustained deterioration in price action before trend-following indicators would trigger a shift toward short-term Treasuries. - That threshold was not reached in the first half of 2026. - DF Tactical Momentum SMA invests in large and mid-sized companies with strong intermediate-term price momentum across diversified sectors. - The strategy uses trend-following indicators to move toward short-term Treasuries when intermediate-term trends turn defensive. - Donoghue Forlines manages rules-based, tactically driven strategies for individual investors, corporations and institutions, including retirement plans and trusts. - The firm serves financial advisors through separately managed account strategies that include equity momentum, tactical income and risk-managed solutions.

Between the lines: - The Silver designation reinforces the strategy’s positioning in a rules-based, momentum-driven approach during a period when momentum outperformed other factors. - SMArtX also notes that Select List inclusion is not a buy, sell or hold recommendation and does not indicate future performance. - Donoghue Forlines is not affiliated with SMArtX Advisory Solutions.

What's next: - SMArtX will continue to review Select List strategies on an ongoing basis, and future quarterly designations may change. - Donoghue Forlines directs readers to more information about DF Tactical Momentum SMA. - For a compliant performance presentation or composite descriptions, Donoghue Forlines says to contact 800-642-4276 or info@donoghueforlines.com.

The bottom line: - DF Tactical Momentum SMA earned a quarterly Silver ranking on SMArtX’s advisor-facing strategy list while also showing strong recent and long-term performance.