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…

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%…

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