Tactical Asset Allocation – March 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 2.57% for March and 1.54% YTD. Our positions in global real estate and long bonds did exceptionally well for us while performance in commodities and precious metals were a drag. Adaptive Income gained 2.12% during March and is up 2.54% YTD….

Tactical Asset Allocation – February 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive declined 0.91% for February and 0.62% YTD. Our positions in precious metals and Treasuries struggled during the month. This is the comment which accompanied the allocations at the end of January: “Our Global Adaptive Strategy for February shows domestic and international equities…

Tactical Asset Allocation – January 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive advanced 0.29% for January and YTD. Our positions in investment grade bonds and Treasuries avoided continued volatility in the equity markets while advancing modestly for the month. This is the comment which accompanied the allocations at the end of November: “Our allocations…

Building A High Performance Tactical Income Strategy

Seeking Alpha has published an article of mine on Tactical Asset Allocation titled “Building A High Performance Tactical Income Strategy”. The article describes the process involved in building our Adaptive Income Strategy. Adaptive Income is an amazingly simple strategy which owns just one of three bond ETFs or cash yet…

Tactical Asset Allocation – December 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive advanced 0.05% for December and finished 2018 with a gain of 0.29%. Our positions in TBills and cash were the perfect antidote to a wild and woolly December in which US equities joined the Rest Of The World in a bear market….

Not ready to subscribe but want to stay in the loop?

Sign up for Earl's Tactical Asset Allocation Strategies newsletter and receive his featured articles and performance updates.