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% during May and is up … Read moreTactical Asset Allocation – May 2019

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 months. Adaptive Income gained 0.99% … Read moreTactical Asset Allocation – April 2019

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