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…

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…

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