Tactical Asset Allocation – October 2019

Tactical Adaptive Strategies Update Performance Adaptive Global gained 0.98% and 0.36% YTD. ¬†Positions in precious metals and equities were standout gainers while Treasuries and investment grade bonds produced small gains. Adaptive Income lost 0.61% and gained 0.95% YTD. Adaptive Income declined on weakness in high yield. (Note: the Tactical Model’s…

Tactical Asset Allocation – September 2019

Tactical Adaptive Strategies Update Performance Adaptive Global lost 1.22% and lost .62% YTD.¬† The position in big caps took a modest loss, the position in precious metals took a large loss as they pulled back from the recent sharp run-up, the large position in high quality bonds suffered a small…

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…

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