The TAAStrategies, A Short History

(Note: this is an update to an earlier post which appeared in 2019. It is instructive in describing the approach and priorities which I bring to my strategy development process.) A Short History of the TAAStrategies Tactical Asset Allocation (TAA) has been a passion since I began studying TAA in…

Tactical Asset Allocation – November 2021

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a loss of 2.10% for the month and gain of 15.53% YTD. The strategy spent the month invested in domestic big caps, commodities, and cash. Adaptive Global is our most broadly diversified “go anywhere” strategy with a 20+ year CAGR of…

Tactical Asset Allocation – October 2021 (Corrected)

Tactical Adaptive Strategies Update Performance (Correction: Adaptive Global finished with a gain of 1.95%, not a loss) Adaptive Global finished with a gain of 1.95% for the month and gain of 18.00% YTD. The strategy spent the month invested in domestic big caps, commodities, Investment Grade corporates, and Treasuries. Adaptive…

Tactical Asset Allocation – September 2021

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a loss of 2.63% for the month and gain of 15.75% YTD. The strategy spent the month invested in domestic big caps, commodities, and Treasuries. Adaptive Global is our most broadly diversified “go anywhere” strategy with a 20+ year CAGR of…

Tactical Asset Allocation – August 2021

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a gain of 1.55% for the month and 18.88% Year To Date. Adaptive Income finished with a loss of 0.28% for the month gain of 7.90% YTD. Adaptive Innovation finished with a gain of 1.34% for the month and loss of…

Tactical Asset Allocation – July 2021

Tactical Adaptive Strategies Update Performance Adaptive Global finished with a gain of 2.00% for the month and 17.07% Year To Date. The gain was led by our positions in big caps, especially growth and commodities. Adaptive Income finished with a gain of 0.67% for the month and 8.21% YTD. Adaptive…

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