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. The strategy was invested in … Read moreTactical Asset Allocation – March 2019

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 and commodities under duress while … Read moreTactical Asset Allocation – February 2019

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 for January show all domestic … Read moreTactical Asset Allocation – January 2019