PT Blend Series Brochure
Oct 31, 2025
PT Blend Series
A Disciplined Global Balance of Tactical Income and Passive Equity.
Tactically Managed Fixed Income
The fixed income portion of the PT Blend Portfolios is managed tactically and seeks opportunities across the full fixed income spectrum, including these bond categories:
- Investment Grade
- High Yield
- Taxable
- Municipal
- Developed Markets
- Emerging Markets
- Corporate Bonds
- Sovereign Bonds
- Preferreds
- Convertibles
- Floating Rate
Passively Managed Equity
The equity portion of the PT Blend Portfolios is managed passively through low-cost, index-oriented funds. The equity funds seek opportunities across both domestic and international stocks providing global diversification.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Our aim is to grow client wealth by focusing on the following objectives:
1
Participate opportunistically in global investment uptrends.
2
Use a tactical discipline to help limit downside risk.
Serving clients
for 35+ years.
SUITABLE FOR
THE CONSERVATIVE GROWTH INVESTOR:
The greater emphasis on tactically managed fixed income shifts focus towards wealth preservation and opportunistic upside participation while still maintaining exposure to global stocks.
View AllocationsPT BLEND
PASSIVE 40 – TACTICAL 60
SUITABLE FOR
THE MODERATE INVESTOR:
The balance of global stocks and tactically managed fixed income seeks to provide growth during bull markets while focusing on risk mitigation during bear markets.
View AllocationsPT BLEND
PASSIVE 50 – TACTICAL 50
SUITABLE FOR
THE MODERATE GROWTH INVESTOR:
Greater exposure to the growth opportunities of global stocks while remaining opportunistic with tactically managed fixed income.
View AllocationsPT BLEND
PASSIVE 60 – TACTICAL 40
S&P 500 Index Fund
International Stock Index Fund
U.S. Small Cap Index Fund
Ocean Park Diversified Income ETF (DUKZ)
Ocean Park High Income ETF (DUKH)
These two Ocean Park Active ETFs are incorporated in the above circular charts, as indicated by their corresponding colors.
Ocean Park PT Blend Portfolio holdings are subject to change and are rebalanced quarterly. Investors should review suitability with a financial professional before selecting any Ocean Park model for investing.
S&P 500 Index Fund
International Stock Index Fund
U.S. Small Cap Index Fund
Ocean Park Diversified Income ETF (DUKZ)
Ocean Park High Income ETF (DUKH)
The PT Blend Series (“Series”) has two objectives, to provide total return and to limit exposure to downside fixed income risk.
The Series offers diversified multi-asset portfolios designed for investors with varying risk profiles.
The Series seeks to use low-cost index funds to provide global equity diversification. The Series seeks to use tactically managed fixed income funds to opportunistically participate in global uptrends, while aiming to limit exposure to downside global fixed income risk. The tactically managed fixed income funds can hold cash equivalents and/or short-term bond funds in the absence of fixed income uptrends.
As of November 1, 2025, the Global Balanced Portfolio Series was renamed PT Blend Series.