The TAAStrategies, A Short History

((Note: this the fourth update to a post which first appeared in 2019. It is instructive in describing the approach and priorities which I bring to my strategy development process.) “The most recent incremental upgrades were released in mid-2019 and are described in considerable detail below together with the resulting…

Tactical Asset Allocation – April 2024

Tactical Asset Allocation Strategies Update Strategy: Adaptive Global is a broad tactical asset allocation strategy that invests in global equities and averages a 36% position in fixed income. Adaptive Global finished the month with a loss of 3.91% and a gain of 1.23% YTD.  Adaptive Global is our most broadly…

Tactical Asset Allocation – March 2024

Tactical Asset Allocation Strategies Update Strategy: Adaptive Global is a broad tactical asset allocation strategy that invests in global equities and averages a 36% position in fixed income. Adaptive Global finished the month with a gain of 2.30% and a gain of 5.34% YTD.  Adaptive Global is our most broadly…

Tactical Asset Allocation – February 2024

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a gain of 2.70% and a gain of 2.98% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 24 year CAGR of 13.8%, a low maximum monthly drawdown of 7.7%, and a low 9.3%…

Tactical Asset Allocation – January 2024

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a gain of 0.27% and a gain of 0.27% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 24 year CAGR of 13.7%, a low maximum monthly drawdown of 7.7%, and a low 9.3%…

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