Tactical Asset Allocation – November 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive declined 1.61% for November while retaining a YTD gain of 0.24%. Our position in commodities, which tends to produce wide swings in performance, turned into a 9%+ free-fall which was a big drag on positive performance from other funds. Comments accompanying allocations…

Tactical Asset Allocation – October 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive declined 2.81% for October and has gained 1.89% YTD. All strategy allocations declined: small caps by 10%+, big caps by nearly 7%, corporate bonds by a little over 0.6% and Treasuries by just over 0.3%. We were fortunate that Adaptive Dynamic Momentum…

Tactical Asset Allocation – September 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive was down 0.78% for September and is up 4.86% for the year to date. The Strategy showed a small gain in big cap domestic equities, a large loss in small cap domestic equities, and losses in fixed income. Comments on last month’s allocations…

Tactical Asset Allocation – August 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive was up 1.99% for August and is up 5.66% for the year to date. While all positions advanced, gains were led by strong performance in small and mid caps, followed by big caps and real estate. Market The market has ascended to…

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…

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