You’re a self-directed and risk-savy high net worth investor but you haven’t found a dependable and conservative way to minimize drawdowns and improve returns.
You eschew financial advisors and professionally managed funds because the fees and expenses are too high, you have had bad experiences, or you don’t feel they have your best interests in mind.
You are looking for a disciplined methodology which is designed to navigate a wide variety of market conditions.
You are in the right place.
About Earl Adamy
I am Earl Adamy, founder and developer of Tactical Asset Allocation Strategies. I've invested many years of hard work in growing our investment portfolio and capital preservation is my priority. It was my introduction to Tactical Asset Allocation which showed me a way to continue growing my portfolio while avoiding the risk of major loss of capital.
I spent years studying Tactical Asset Allocation, building sophisticated models and back-testing through bull and bear markets before investing 30% of my family’s investment portfolio using the very Tactical Asset Allocation Strategies described here. Tactical Asset Allocation has helped me minimize account drawdowns and provided opportunities to participate in positive market trends over the last 7 years.
After speaking about my TAA strategies at an investment conference, I was approached by self-directed investors who shared similar concerns and objectives. That was the genesis of TAAStrategies which I created to help self-directed investors with a simple, mechanical approach managing investments in their own brokerage accounts.
I help my subscribers navigate the financial markets with success and confidence. I do three things for my subscribers: 1) provide tested, mechanical methodologies which 2) dynamically adjusts portfolio asset allocations, and 3) lowers risk and improves returns.
You won’t hear hype or wild claims here. Each of my Adaptive Strategies is based on thorough research and due diligence. Each is explained and detailed clearly in a whitepaper on the Insights page. And I publish the month by month results so you can evaluate the effectiveness of those strategies for yourself. I expect nothing less from those who I entrust with managing my investments and you should too.
Exceptional results are due entirely to the complementary strengths of our Market Conditions Model and Tactical Model with Adaptive Dynamic Momentum
If you’re more curious about me . . .
I grew up on the east coast and have lived throughout the U.S., but have called the Southwest home since 1997. I have very much enjoyed serving my local community and local government in leadership roles.
I had long held a passionate interest in the markets and decided to take control of our family investments in the 1980's. I have been hooked on learning more about the markets ever since. I continually research market history and study investor psychology to be more aware of the variables. This focused education has provided many successes and yes, failures, but it feels good to know that my family’s financial destinies are in my capable hands.
Before “retiring” at the age of 55, I enjoyed multiple entrepreneurial adventures in several industries, each of which shared a common thread of innovation in information technology. It was therefore second nature for me to begin studying the application of information technology to making consistent, disciplined, and profitable investment decisions.
It was in 2011 that I began reading some of the academic literature on Tactical Asset Allocation (TAA) and exploring a number of the published strategies which had demonstrated long-term historical value in reducing risk and improving returns. In order to use the strategies, I had to build some relatively simple TAA spreadsheets. Once satisfied of their investment value, I began using them for small portions of our family portfolio. And, given my long experience developing systems and software, I began to make incremental improvements.
By 2014, I had completed my first large-scale Tactical Model which provided a platform for developing and testing much more sophisticated tactical strategies. I began using those strategies for 30% to 40% of our family investments. A year later, I developed the first Market Conditions Model and began integrating it with the Tactical Model. I described some of my research at a financial conference for self-directed investors in early 2016 and the interest from other investors launched this website and newsletter. I have continued to make improvements to both the Tactical and Market Conditions Models.
During the summer of 2018, I completed work on my third generation of Tactical Model. I count Adaptive Dynamic Momentum among the new and innovative technologies introduced with the new model. Adaptive Dynamic Momentum is a major departure from traditional TAA which has been based on the use of fixed length measures to calculate the momentum of all securities in a basket. Adaptive Dynamic Momentum uses sophisticated statistical techniques to discover security trends and dynamically adjust momentum length for each fund, each period. The improvements in both returns and portfolio drawdowns has been dramatic.
I believe that Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation are among the very finest of Tactical Asset Allocation strategies. Just as importantly, I continue to use them for a significant portion of our family investments while continuing to seek ways to improve them.
It feels good to know that I may be able to help others navigate the financial markets. I purposely keep the subscription marketing low-key as I prefer to work with a small group of subscribers who will not subsume my research and development with administrative work. I include a 60 day unconditional money back guarantee with each new subscription because subscriber satisfaction is very important to me.
I look forward to informing you as a blog follower or serving you as a Strategy subscriber.