The TAAStrategies, A Short History

(Note: this is an update to an earlier post which appeared in 2019. It is instructive in describing the approach and priorities which I bring to my strategy development process.) A Short History of the TAAStrategies Tactical Asset Allocation (TAA) has been a passion since I began studying TAA in…

Tactical Asset Allocation – August 2022

Tactical Adaptive Strategies Update Performance Adaptive Global spent the month in cash and shows a gain of 0.15% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 22+ year CAGR of 14.5%, a modest maximum drawdown of 7.7%, and a low 9.3% standard deviation of monthly…

Tactical Asset Allocation – July 2022

Tactical Adaptive Strategies Update Adaptive Global spent the month in cash and shows a gain of 0.15% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 22+ year CAGR of 14.5%, a modest maximum drawdown of 7.7%, and a low 9.3% standard deviation of monthly returns….

Tactical Asset Allocation – June 2022

Tactical Adaptive Strategies Update Adaptive Global finished with a loss of 2.79% for the month and gain of 0.15% YTD. The strategy spent the month invested in big cap value. Adaptive Global is our most broadly diversified “go anywhere” strategy with a 22+ year CAGR of 14.6%, a modest maximum…

Tactical Asset Allocation – May 2022

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a loss of 0.48% for the month and gain of 3.03% YTD. The strategy spent the month invested in big cap value and precious metals. Adaptive Global is our most broadly diversified “go anywhere” strategy with a 22+ year CAGR of…

TAAStrategies: The All Weather Strategies

(Updated 07/01/22) There has been no shortage of talking heads ranging from FOMC members to economists to market timers; each expounding upon their views of the future. Inflation will be up. Inflation will be down. Recession ahead. No recession. Yields are going much higher. Yields are about to turn lower….

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