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…

Building A High Performance Tactical Income Strategy

Seeking Alpha has published an article of mine on Tactical Asset Allocation titled “Building A High Performance Tactical Income Strategy”. The article describes the process involved in building our Adaptive Income Strategy. Adaptive Income is an amazingly simple strategy which owns just one of three bond ETFs or cash yet…

Tactical Asset Allocation – December 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive advanced 0.05% for December and finished 2018 with a gain of 0.29%. Our positions in TBills and cash were the perfect antidote to a wild and woolly December in which US equities joined the Rest Of The World in a bear market….

Tactical Asset Allocation – November 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive declined 1.61% for November while retaining a YTD gain of 0.24%. Our position in commodities, which tends to produce wide swings in performance, turned into a 9%+ free-fall which was a big drag on positive performance from other funds. Comments accompanying allocations…

Tactical Asset Allocation – October 2018

Tactical Asset Allocation Strategy Update Performance Global Adaptive declined 2.81% for October and has gained 1.89% YTD. All strategy allocations declined: small caps by 10%+, big caps by nearly 7%, corporate bonds by a little over 0.6% and Treasuries by just over 0.3%. We were fortunate that Adaptive Dynamic Momentum…

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