The TAAStrategies, A Short History

((Note: this the fourth update to a post which first appeared in 2019. It is instructive in describing the approach and priorities which I bring to my strategy development process.) “The most recent incremental upgrades were released in mid-2019 and are described in considerable detail below together with the resulting…

Tactical Asset Allocation – January 2024

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a gain of 0.27% and a gain of 0.27% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 24 year CAGR of 13.7%, a low maximum monthly drawdown of 7.7%, and a low 9.3%…

Tactical Asset Allocation – December 2023

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a gain of 0.69% and a gain of 0.90% for 2023.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 24 year CAGR of 13.8%, a low maximum monthly drawdown of 7.7%, and a low…

Tactical Asset Allocation – November 2023

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a gain of 0.45% and 0.21% YTD%.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 23+ year CAGR of 13.8%, a very modest maximum monthly drawdown of 7.7%, and a low 9.4% standard deviation…

Tactical Asset Allocation – October 2023

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a loss of 2.37% and a YTD loss of 0.23%.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 22+ year CAGR of 13.8%, a very modest maximum monthly drawdown of 7.7%, and a low…

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