Tactical Asset Allocation – February 2020

Tactical Adaptive Strategies Update Performance Adaptive Global lost 3.61% for February and lost 5.76% YTD Adaptive Income gained 1.58% for February and gained 2.36% YTD Adaptive Innovation gained 0.96% for February and gained 7.63% YTD. Adaptive Global rose steadily during February to 2.4%+- before Cv19 reality began to set in….

Tactical Asset Allocation – January 2020

Tactical Adaptive Strategies Update Performance Adaptive Global lost 2.23% for January. Adaptive Income gained 0.76% for January Adaptive Innovation gained 6.60% for January. All three strategies were headed for exceptionally strong months through the first three weeks of January. The markets began taking the Wuhan coronavirus seriously coming out of…

Tactical Asset Allocation – December 2019

Tactical Adaptive Strategies Update Performance Adaptive Global gained 2.83% for the month and 2.81% for 2019. Adaptive Income lost 0.05% for the month and gained 3.95% for 2019. Adaptive Innovation gained 1.33%  for the month and 11.64% for 2019. The Tactical Model jumped on the strong trend in equities for…

Tactical Asset Allocation – November 2019

Tactical Adaptive Strategies Update Performance Adaptive Global lost 0.38% and 0.02% YTD. Gains in big cap equities were offset by the continuing correction in precious metals and a decline in mid-duration Treasuries. Adaptive Income gained 0.01% and gained 0.96% YTD. The position in mortgage bonds gained slighlty. Adaptive Innovation lost…

Raising The Bar … Again

A Short History Tactical Asset Allocation (TAA) has been a passion since I began studying TAA in 2011. Early in my research, I was content to study and experiment with strategies developed by others. However natural curiosity coupled with decades of software development experience led me to begin tinkering with…

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