Donoghue Forlines' DF Tactical Momentum SMA earns Silver status in the Tactical Allocation category of SMArtX's Q2 2026 Select List.

BOSTON, MA, UNITED STATES, August 19, 2026 /EINPresswire.com/ -- Donoghue Forlines', a Boston-based tactical investment firm managing risk-based portfolios since 1986, DF Tactical Momentum SMA has been named to the SMArtX Advisory Solutions Q2 2026 Select List, earning Silver status in the Tactical Allocation category.

The SMArtX Select List identifies strategies from the more than 2,500 available on the SMArtX platform using a proprietary, quantitatively driven screening process, and is intended to give advisors a consistent framework for identifying strategies with a strong likelihood of delivering favorable risk-adjusted returns.

About the SMArtX Q2 2026 Select List

The SMArtX Select List is published quarterly and is the product of a proprietary, quantitatively driven screening process designed to identify strategies with the highest probability of generating excess return over an assigned benchmark per unit of downside risk. The screen evaluates strategies across four quantitative metrics: excess return, risk/return asymmetry, active tail risk, and return consistency. Strategies included on the list have gone through SMArtX's due diligence process and are reviewed on an ongoing basis using a combination of quantitative and qualitative parameters. The DF Tactical Momentum SMA earned the following recognition on the Q2 2026 Select List:

● Category: Tactical Allocation
● Designation: Silver status
● List composition: 109 strategies across 33 categories — 49 Gold, 60 Silver
● Screening universe: more than 2,500 strategies available on the SMArtX platform

To learn more about the DF Tactical Momentum SMA, visit DonoghueForlines.com.

2026 Performance

The DF Tactical Momentum SMA returned 48.82% (gross) / 46.61% (net of 3%) year to date through June 30, 2026. The strategy remained fully invested in equities through the first half of the year. Momentum led other factors during the period, and the strategy's rules-based process kept it positioned to participate in that strength.

Over the trailing 12 months ended June 30, 2026, the strategy returned 68.63% (gross) / 63.66% (net of 3%). Over the trailing 3 years ended June 30, 2026, the strategy returned 37.51% (gross, annualized) / 33.46% (net of 3%, annualized). Over the trailing 10 years ended June 30, 2026, the strategy returned 14.63% (gross, annualized) / 11.25% (net of 3%, annualized). Since its March 2016 inception, the strategy has returned 14.64% (gross, annualized) / 11.27% (net of 3%, annualized). The strategy's trend-following indicators would require a sustained deterioration in price action before triggering a shift toward short-term Treasuries, a threshold that was not reached during the first half.

About DF Tactical Momentum SMA

DF Tactical Momentum SMA is a rules-based strategy that invests in large and mid-sized companies exhibiting strong intermediate-term price momentum across a diversified set of sectors, while using trend-following indicators to shift toward short-term Treasuries when intermediate-term trends suggest a defensive posture.

About Donoghue Forlines LLC

Donoghue Forlines is an SEC-registered investment advisor founded in 1986. The firm manages rules-based, tactically-driven strategies for individual investors, corporations, and institutions, including retirement plans and trusts. Its investment approach is grounded in the belief that a static buy-and-hold posture is insufficient for clients who need to both grow and preserve wealth over time. The firm serves financial advisors through a suite of separately managed account strategies, including equity momentum, tactical income, and risk-managed solutions.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers UMA technology through an API-first, cloud-native platform with modular, microservices architecture. Serving RIAs, asset managers, custodians, and FinTech firms, SMArtX automates trading, billing, and investment distribution. Its Select List is published quarterly and screens strategies available on the SMArtX platform using a proprietary quantitative methodology.

Media Contact

Donoghue Forlines LLC
advisorrelations@donoghueforlines.com
(800) 642-4276


In July 2026, SMArtX Advisory Solutions named the DF Tactical Momentum SMA to its Q2 2026 Select List with Silver status in the Tactical Allocation category. The Q2 2026 Select List comprises 109 strategies across 33 categories (49 Gold, 60 Silver), selected from more than 2,500 strategies available on the SMArtX platform. Select List criteria are determined by SMArtX each quarter using its proprietary screening methodology; the DF Tactical Momentum SMA may receive a different designation or no recognition in future periods. Inclusion on the Select List is not a recommendation to buy, sell, or hold any strategy and is not indicative of future performance. Donoghue Forlines is not affiliated with SMArtX Advisory Solutions.

Performance shown is for the DF Tactical Momentum Portfolio Composite, created March 1, 2016. Results are based on fully discretionary accounts under management, including those accounts no longer with the firm, and are calculated using the Time Weighted Return method and asset-weighted using beginning-of-period values. Proxy positions might be held in place of composite holdings at some third-party model manager providers. The calculation and presentation of performance has not been approved or reviewed by the SEC or its staff. For a compliant presentation and/or the firm's list of composite descriptions, please contact 800-642-4276 or info@donoghueforlines.com.

All performance figures cited are gross of fees unless otherwise noted. Net 3% returns are presented net of a hypothetical maximum fee of three percent (3%). Actual fees applicable to an individual investor's account will vary and no individual investor may incur a fee as high as 3%. Please consult your financial adviser for fees applicable to your account.

The inclusion of the Syntax US Large Cap 500 Index is for comparison purposes only. Index performance results are unmanaged and do not reflect the deduction of transaction and custodial charges or a management fee, the incurrence of which would decrease indicated historical performance results. You cannot invest directly in an index.

Past performance does not guarantee future results. All investments involve risk, including potential loss of principal.

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