Tactical Asset Allocation – December 2019

Tactical Adaptive Strategies Update Performance Adaptive Global gained 2.83% for the month and 2.81% for 2019. Adaptive Income lost 0.05% for the month and gained 3.95% for 2019. Adaptive Innovation gained 1.33%¬† for the month and 11.64% for 2019. The Tactical Model jumped on the strong trend in equities for…

Tactical Asset Allocation – November 2019

Tactical Adaptive Strategies Update Performance Adaptive Global lost 0.38% and 0.02% YTD. Gains in big cap equities were offset by the continuing correction in precious metals and a decline in mid-duration Treasuries. Adaptive Income gained 0.01% and gained 0.96% YTD. The position in mortgage bonds gained slighlty. Adaptive Innovation lost…

Raising The Bar … Again

A Short History Tactical Asset Allocation (TAA) has been a passion since I began studying TAA in 2011. Early in my research, I was content to study and experiment with strategies developed by others. However natural curiosity coupled with decades of software development experience led me to begin tinkering with…

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…

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