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%…

Tactical Asset Allocation – April 2018

  Tactical Asset Allocation Strategy Update Performance Global Core is down 0.24% for April and down 1.73% for the year to date. A “Correction” is an equity market decline greater than 10% and less than 20%; in short a significant interruption of a Bull or Bear market trend. Tactical Asset…

Tactical Asset Allocation – March 2018

Tactical Asset Allocation Strategy Update (Originally published 03/31 but not sent out by the blog RSS feed, republished on 04/02) Performance Global Core is down 0.15% for March and down 1.51% for the year to date. Volatility has picked up and we experienced both a sharp rally and an even…

Tactical Asset Allocation – February 2018

Tactical Asset Allocation Strategy Update Performance Global Core is down 3.17% for February and down 1.36% for the year to date. Domestic Big Cap, Domestic Mid Cap, and Treasuries all gave up ground for February which broke the string of 15 consecutive months of gains … an extraordinarily long time…

Tactical Asset Allocation – January 2018

  Tactical Asset Allocation Strategy Update Performance Global Core is up 1.88% for January and 2018 to date. Going into the final weekend of January, Global Core was up 3.32%; however the market took some back during the final three days of the month. Gains were led by Domestic Big…

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