Tactical Asset Allocation – May 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive lost 2.17% for May and 0.63% YTD. Our position in long Treasuries did extremely well while positions in both equities and commodities did poorly. The decline in Global Adaptive was 1/3 of the decline in the S&P 500. Adaptive Income lost 1.93%…

Tactical Asset Allocation – April 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 0.04% for April and 1.58% YTD. Our position in commodities turned in another good month for us as did our new position in big cap value. Our positions in global real estate and long dated Treasuries underwent correction following two strong…

Tactical Asset Allocation – March 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive gained 2.57% for March and 1.54% YTD. Our positions in global real estate and long bonds did exceptionally well for us while performance in commodities and precious metals were a drag. Adaptive Income gained 2.12% during March and is up 2.54% YTD….

Tactical Asset Allocation – February 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive declined 0.91% for February and 0.62% YTD. Our positions in precious metals and Treasuries struggled during the month. This is the comment which accompanied the allocations at the end of January: “Our Global Adaptive Strategy for February shows domestic and international equities…

Tactical Asset Allocation – January 2019

Tactical Asset Allocation Strategy Update Performance Global Adaptive advanced 0.29% for January and YTD. Our positions in investment grade bonds and Treasuries avoided continued volatility in the equity markets while advancing modestly for the month. This is the comment which accompanied the allocations at the end of November: “Our allocations…

Not ready to subscribe but want to stay in the loop?

Sign up for Earl's Tactical Asset Allocation Strategies newsletter and receive his featured articles and performance updates.