Tactical Asset Allocation – April 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 0.04% for April and 1.58% YTD. Our position in commodities turned in another good month for us as did our new position in big cap value. Our positions in global real estate and long dated Treasuries underwent correction following two strong months. Adaptive Income gained 0.99% … Read moreTactical Asset Allocation – April 2019

Tactical Asset Allocation – March 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 2.57% for March and 1.54% YTD. Our positions in global real estate and long bonds did exceptionally well for us while performance in commodities and precious metals were a drag. Adaptive Income gained 2.12% during March and is up 2.54% YTD. The strategy was invested in … Read moreTactical Asset Allocation – March 2019

Tactical Asset Allocation – February 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive declined 0.91% for February and 0.62% YTD. Our positions in precious metals and Treasuries struggled during the month. This is the comment which accompanied the allocations at the end of January: “Our Global Adaptive Strategy for February shows domestic and international equities and commodities under duress while … Read moreTactical Asset Allocation – February 2019