Tactical Asset Allocation – July 2018

Tactical Asset Allocation Strategy Update Performance Global Core was up 1.66% for July and up 0.15% for the year to date as the Tactical Model shifted from cash in June to fully invested for July. While small and mid caps led gains early in July, big caps picked up strength as the…

Tactical Asset Allocation – June 2018

Tactical Asset Allocation Strategy Update Performance Global Core was flat for June and down 1.47% for the year to date. The Tactical Model moved positions from 75% cash to 100% cash for the month of June. A “Correction” is an equity market decline greater than 10% and less than 20%; in short,…

Tactical Asset Allocation – May 2018

Tactical Asset Allocation Strategy Update Performance Global Core was up 0.20% for May and down 1.47% for the year to date. The Strategy was 75% cash during May while small positions in domestic big cap and treasuries advanced and precious metals retreated. A “Correction” is an equity market decline greater than 10%…

Tactical Asset Allocation – April 2018

  Tactical Asset Allocation Strategy Update Performance Global Core is down 0.24% for April and down 1.73% for the year to date. A “Correction” is an equity market decline greater than 10% and less than 20%; in short a significant interruption of a Bull or Bear market trend. Tactical Asset…

Tactical Asset Allocation – March 2018

Tactical Asset Allocation Strategy Update (Originally published 03/31 but not sent out by the blog RSS feed, republished on 04/02) Performance Global Core is down 0.15% for March and down 1.51% for the year to date. Volatility has picked up and we experienced both a sharp rally and an even…

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