Tactical Asset Allocation -August 2019

Tactical Adaptive Strategies Update Performance Adaptive Global lost 1.15% and has gained .61% YTD. Adaptive Global quickly adapted to the strong equity trend into the end of July only to be battered by big negative shift due to the trade war. The position in big caps took a modest loss…

Reflections On The Past Twelve Years

This is a comprehensive update and replacement of a February 2017 post titled “Reflections On The Past Decade”. The Market Can’t Be Timed? I’ve read a number of articles recently about the under-performance of market timing strategies including Tactical Asset Allocation (see Tactical Asset Allocation: How Does It Improve Returns?)….

Tactical Asset Allocation – July 2019

Tactical Adaptive Strategies Update Performance Adaptive Global gained 0.50% and 1.79% YTD. Adaptive Income gained 0.42% and 2.45% YTD. Adaptive Innovation gained 0.38% and 8.37% YTD Both Adaptive Global and Adaptive Innovation entered July weighted toward Treasuries while Adaptive Income held high yield. All had modest but firm gains for…

On Paradigm Shifts 1920-2019 By Ray Dalio

I do a lot of reading of articles and opinions in the financial markets because I have a love of the markets as well as strong desire to continue incorporating the many lessons of the market into my investing. Perhaps the biggest lesson I have learned is that markets are…

Tactical Asset Allocation – June 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 1.91% for June and is up 1.27% YTD.  Adaptive Income gained 0.64% for June and is up 2.02% YTD. Both have avoided most of the market whipsaws following the September highs in the equity market. This is the comment which accompanied…

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