Tactical Asset Allocation – June 2021

Tactical Adaptive Strategies Update Performance All three TAAStrategies were up for the month of June. Adaptive Global finished with a gain of 2.90% for the month and 14.77% Year To Date. The gain was led by our positions in big caps, especially growth. Adaptive Income finished with a gain of…

Tactical Asset Allocation – May 2021

Tactical Adaptive Strategies Update Performance Two of our three strategies were up for the month of May. Adaptive Global finished with a gain of 1.36% for the month and 11.54% Year To Date. The gain was led by positions in commodities and the Asia Pacific region. Adaptive Income finished with…

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 – April 2021

Tactical Adaptive Strategies Update Performance All three of our strategies managed to deliver gains for the month. Adaptive Global finished with a gain of 4.04% for the month and 10.05% Year To Date. The gain was led by positions in commodities and the S&P 500. Asia, which has been dominating…

Tactical Asset Allocation – March 2021

Tactical Adaptive Strategies Update Performance Two of our three strategies delivered gains for March. Adaptive Global finished with a gain of 1.3% for the month and 5.8% Year To Date. The gain was led by positions in the S&P 500 ex-growth and Asia Pacific equities. Commodities which have been dominating…

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