Tactical Asset Allocation Strategy Update
Performance
Global Core is up 1.28% for September and up 8.75% YTD
Big cap domestic and international equities have been strong this month while Treasuries have given back some earlier gains.
Market
At the end of August, the future direction appeared uncertain although the Bears had failed to capitalize on several opportunities. That uncertainty was resolved in September by strength across domestic and international equities excluding emerging markets. Treasury yields have moved higher depressing fixed income prices.
New Whitepapers
The website's Insights page features an all new look. The page links to three new whitepapers which you will likely find of interest:
- What Is A Full Market Cycle And Why Should I Care?
- What Is Tactical Asset Allocation? How Does It Improve Returns?
- What Is The Market Conditions Model? How Does It Lower Risk?
There are also to three shorter articles:
- How Do I Rebalance My Portfolio?
- What Can I Take Out When I’m Retired?
- What Is Actual Performance and Tax Efficiency
Earl Adamy
Tactical Asset Allocation Strategy Performance
Global Strategy (Conservative)
Month: 1.28% gain
Year-to-date: 8.75% gain
Full cycle-to-date (Sep 2007): 13.85% CAGR, 5.87% Max Monthly Drawdown
Global Strategy (Aggressive)
Month: 1.28% gain
Year-to-date: 8.75% gain
Full cycle-to-date (Sep 2007): 17.50% CAGR, 8.21% Max Monthly Drawdown
Tactical Asset Allocation Fund Basket Performance
Global Core
Month-to-date: 1.28% gain
Year-to-date: 8.75% gain
Full cycle-to-date (Sep 2007): 10.20% CAGR, 6.53% Max Monthly Drawdown
Global Satellite (includes Favorable & Hostile)
Month-to-date: hibernating since Nov 2014
Year-to-date: hibernating since Nov 2014
Full cycle-to-date (Sep 2007): 21.93% CAGR@Risk*, 8.21% Max Monthly Drawdown
*CAGR for the Favorable and Hostile Market Conditions during which Global Satellite was invested
