Quickly and Easily Lower Your Risks and Improve Your Returns

With Earl Adamy's Tactical Asset Allocation Strategies Subscription, each month you will be provided with a market summary and detailed instructions for your portfolio. In less than 15 minutes, you can manage your investments with a mechanical strategy and peace of mind.

EARL'S PRIORITIES

Earl's only priorities are to lower risk and improve returns.

Earl stays focused on results. His methods are mechanical; not discretionary or emotionally driven.

Earl seeks low-risk opportunities to improve returns under all market conditions.

YOUR COMMITMENTS

The TAAStrategies are designed to manage risk and return across a Full Market Cycle. Plan to remain invested.

The TAAStrategies should not be your only portfolio investment.

Size your commitment to your comfort level but do not adjust or "cherry pick" the allocations.

Flexibility

The Subscription is designed for investors who know and understand their risk tolerance. It is specifically designed to lower risk and improve returns across all market conditions.

Frequency

The Subscription is designed for self-directed investors who want monthly guidance to decrease risk exposure and increase equity exposure as market conditions fluctuate.

Objectivity

The Subscription is for investors who want objective information. Earl does not have any third party, bank, investment firm, or broker relationships that skew his suggestions.

The TAAStrategies Include Three Outstanding Tactical Asset Allocation Strategies

There are many investment strategies out there, but most fall short in protecting capital and improving returns. Earl has conducted over 15,000 hours of research and back testing of tactical strategies. The low drawdowns and the high full-cycle returns speak for themselves. That's why Earl has been using the TAAStrategies to manage a substantial portion of his own family investments since 2014. 

Tactical Adaptive Global Strategy Chart and Tables
Tactical Adaptive Income Strategy Chart and Tables
Tactical Adaptive Innovation Strategy Chart and Tables

READY TO SUBSCRIBE?

"I believe in my experience, methods, and approach strongly enough that if you aren't entirely happy within the first two months, I'll return the entire Subscription Fee."

Personal Annual All TAAStrategies Subscription: $1250 (annual)

Enjoy lower risk and higher returns through broad exposure to domestic and international equities, fixed income, commodities, precious metals, fixed income, and the leading edges of innovation. Includes all three TAAStrategies: Global, Income and Innovation.

Save $450/year versus Introductory

Subscribe for 12 months

Personal Introductory All TAAStrategies Subscription: $425 (3 month)

Enjoy lower risk and higher returns through broad exposure to domestic and international equities, fixed income, commodities, precious metals, fixed income, and the leading edges of innovation. Includes all three TAAStrategies: Global, Income and Innovation.

May be upgraded to Annual All TAAStrategies Subscription for pro rata credit at any time.

Subscribe for 3 months

Professional Subscriptions

More Information

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Compares performance of the Tactical Adaptive Strategies to the S&P 500 and Vanguard Balanced Index Fund

I provide supporting tables for Adaptive Global, Adaptive Income, Adaptive Innovation,. S&P 500 (SPY), Vanguard Balanced Index Fund (VBINX), and Vanguard Bond Fund (VBMFX). 

 

Why I Provide These Tables

"I believe that readers and subscribers have a right to as much information as possible about our strategies including the good (returns) and the bad (draw downs) on a month by month, year by year and summary basis.

Why a right? Because it’s your investment dollars and you need complete information to determine if the strategies are suitable for your portfolio.

You should insist on this information before investing in any financial product."

Our results tables are constructed for three full market cycles beginning in January 2000.

The Adaptive Global table shows backtested results through July 2018 followed by actual results. More information is available in the blog article: The TAAStrategies, A Short History.

The most recent market cycle covers January 2020 to date.

The second market cycle covers October 2007 through December 2019. The Adaptive Global and Adaptive Income strategies were developed using the first 10+- years of data from this cycle while the final years are actual.

The third market cycle covers January 2000 through September 2007. This market cycle was used to provide out of sample validation of strategy results from the second market cycle. The fact that the return and risk metrics for the third cycle are statistically comparable to those for the second cycle validates the process.

The fund baskets for our tactical strategies are constructed from indexed Exchange Traded Funds (ETFs) with just two exceptions, an Open End Fund and a Closed End Fund, both with long history. A number of the ETFs we use were not created until 2007+. In each case, we infill using predecessor Open End Funds (OEFs) for which the indexing and/or subclass is substantially similar to the ETF.

We have been asked if it is possible to extend backtests to the 1970’s. While a few publishers attempt this; we believe it is not possible to produce credible results for all but the most basic TAA strategies due to the lack of funds with substantially similar indexing and/or classification. Doing so would force me to stretch the term "substantial" far beyond my comfort level.

A Caveat

A 40+- year secular bull market in both equities and bonds began in 1982 and may have ended at the end of 2021.  Returns during the 40+- year period have been historically exceptional. Market returns for the next 10 years are highly unlikely to approach those of the past 10. In fact, there is at least some evidence that market returns have a high probability of being significantly lower and that bonds and equities (which have risen together) may actually begin working at cross purposes.

Investors should not use the statistics shown for our strategies to establish expectations of specific levels of returns or drawdowns. Investors should, however, appreciate that we believe the principles which underlie the Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation Strategies are enduring enough to significantly outperform the market in the future, both in lowering risk and in improving returns.

Benchmark S&P 500 (SPY)

Benchmark Vanguard Balanced Index Fund (VBINX)

Benchmark Vanguard Total Bond Market Index Fund (VBMFX)

Compares performance of the Tactical Adaptive Strategies to the S&P 500 and Vanguard Balanced Index Fund

I provide supporting tables for Adaptive Global, Adaptive Income, Adaptive Innovation,. S&P 500 (SPY), Vanguard Balanced Index Fund (VBINX), and Vanguard Bond Fund (VBMFX). 

 

Why I Provide These Tables

"I believe that readers and subscribers have a right to as much information as possible about our strategies including the good (returns) and the bad (draw downs) on a month by month, year by year and summary basis.

Why a right? Because it’s your investment dollars and you need complete information to determine if the strategies are suitable for your portfolio.

You should insist on this information before investing in any financial product."

Our results tables are constructed for three full market cycles beginning in January 2000.

The Adaptive Income table shows backtested results through June 2019 followed by actual results. More information is available in the blog article: The TAAStrategies, A Short History.

The most recent market cycle covers January 2020 to date.

The second market cycle covers October 2007 through December 2019. The Adaptive Global and Adaptive Income strategies were developed using the first 10+- years of data from this cycle while the final years are actual.

The third market cycle covers January 2000 through September 2007. This market cycle was used to provide out of sample validation of strategy results from the second market cycle. The fact that the return and risk metrics for the third cycle are statistically comparable to those for the second cycle validates the process.

The fund baskets for our tactical strategies are constructed from indexed Exchange Traded Funds (ETFs) with just two exceptions, an Open End Fund and a Closed End Fund, both with long history. A number of the ETFs we use were not created until 2007+. In each case, we infill using predecessor Open End Funds (OEFs) for which the indexing and/or subclass is substantially similar to the ETF.

We have been asked if it is possible to extend backtests to the 1970’s. While a few publishers attempt this; we believe it is not possible to produce credible results for all but the most basic TAA strategies due to the lack of funds with substantially similar indexing and/or classification. Doing so would force me to stretch the term "substantial" far beyond my comfort level.

A Caveat

A 40+- year secular bull market in both equities and bonds began in 1982 and may have ended at the end of 2021.  Returns during the 40+- year period have been historically exceptional. Market returns for the next 10 years are highly unlikely to approach those of the past 10. In fact, there is at least some evidence that market returns have a high probability of being significantly lower and that bonds and equities (which have risen together) may actually begin working at cross purposes.

Investors should not use the statistics shown for our strategies to establish expectations of specific levels of returns or drawdowns. Investors should, however, appreciate that we believe the principles which underlie the Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation Strategies are enduring enough to significantly outperform the market in the future, both in lowering risk and in improving returns.

Benchmark S&P 500 (SPY)

Benchmark Vanguard Balanced Index Fund (VBINX)

Benchmark Vanguard Total Bond Market Index Fund (VBMFX)

Compares performance of the Tactical Adaptive Strategies to the S&P 500 and Vanguard Balanced Index Fund

I provide supporting tables for Adaptive Global, Adaptive Income, Adaptive Innovation,. S&P 500 (SPY), Vanguard Balanced Index Fund (VBINX), and Vanguard Bond Fund (VBMFX). 

Why I Provide These Tables

"I believe that readers and subscribers have a right to as much information as possible about our strategies including the good (returns) and the bad (draw downs) on a month by month, year by year and summary basis.

Why a right? Because it’s your investment dollars and you need complete information to determine if the strategies are suitable for your portfolio.

You should insist on this information before investing in any financial product."

Supporting tables for Tactical Adaptive Innovation, S&P 500 (SPY) and Vanguard Balanced Index Fund (VBINX) can be found below

The Innovation ETFs used in the Innovation Strategy were not established until 2014-2015 so our history is limited.

There are no predecessor funds which are similar enough to use for infill.

The Adaptive Innovation table shows backtested results through June 2019 followed by actual results. More information is available in the blog article: The TAAStrategies, A Short History.

A zero month indicates that the strategy was in cash.

A Caveat

A 35+ year secular bull market in both equities and bonds began in 1982. The last cyclical bull market in equities (and to a lesser extent, bonds) began 10 years ago. Returns during these periods have been historically exceptional. Market returns for the next 10 years are highly unlikely to approach those of the past 10. In fact, there is at least some evidence that market returns have a high probability of being significantly lower and that bonds and equities (which have risen together) may actually begin working at cross purposes.

Investors should not use the statistics shown for our strategies to establish expectations of specific levels of returns or drawdowns. Investors should, however, appreciate that we believe the principles which underlie the Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation Strategies are enduring enough to significantly outperform the market in the future, both in lowering risk and in improving returns.

Benchmark S&P 500 (SPY)

Benchmark Vanguard Balanced Index Fund (VBINX)

Compares performance of the Tactical Adaptive Strategies to the S&P 500 and Vanguard Balanced Index Fund

I provide supporting tables for Adaptive Global, Adaptive Income, Adaptive Innovation,. S&P 500 (SPY), Vanguard Balanced Index Fund (VBINX), and Vanguard Bond Fund (VBMFX). 

Why I Provide These Tables

"I believe that readers and subscribers have a right to as much information as possible about our strategies including the good (returns) and the bad (draw downs) on a month by month, year by year and summary basis.

Why a right? Because it’s your investment dollars and you need complete information to determine if the strategies are suitable for your portfolio.

You should insist on this information before investing in any financial product."

Supporting tables for Tactical Adaptive Innovation, S&P 500 (SPY) and Vanguard Balanced Index Fund (VBINX) can be found below

The Innovation ETFs used in the Innovation Strategy were not established until 2014-2015 so our history is limited.

There are no predecessor funds which are similar enough to use for infill.

The Adaptive Innovation table shows backtested results through June 2019 followed by actual results. More information is available in the blog article: The TAAStrategies, A Short History.

A zero month indicates that the strategy was in cash.

A Caveat

A 40+- year secular bull market in both equities and bonds began in 1982 and may have ended at the end of 2021.  Returns during the 40+- year period have been historically exceptional. Market returns for the next 10 years are highly unlikely to approach those of the past 10. In fact, there is at least some evidence that market returns have a high probability of being significantly lower and that bonds and equities (which have risen together) may actually begin working at cross purposes.

Investors should not use the statistics shown for our strategies to establish expectations of specific levels of returns or drawdowns. Investors should, however, appreciate that we believe the principles which underlie the Tactical Adaptive Global, Tactical Adaptive Income, and Tactical Adaptive Innovation Strategies are enduring enough to significantly outperform the market in the future, both in lowering risk and in improving returns.

Benchmark S&P 500 (SPY)

Benchmark Vanguard Balanced Index Fund (VBINX)

Benchmark Vanguard Total Bond Market Index Fund (VBMFX)