Tactical Asset Allocation – March 2024

Tactical Asset Allocation Strategies Update Strategy: Adaptive Global is a broad tactical asset allocation strategy that invests in global equities and averages a 36% position in fixed income. Adaptive Global finished the month with a gain of 2.30% and a gain of 5.34% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with … Read more

Tactical Asset Allocation – February 2024

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a gain of 2.70% and a gain of 2.98% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 24 year CAGR of 13.8%, a low maximum monthly drawdown of 7.7%, and a low 9.3% standard deviation of monthly returns. … Read more

Tactical Asset Allocation – January 2024

Tactical Adaptive Strategies Update Performance Strategy: Adaptive Global finished the month with a gain of 0.27% and a gain of 0.27% YTD.  Adaptive Global is our most broadly diversified “go anywhere” strategy with a 24 year CAGR of 13.7%, a low maximum monthly drawdown of 7.7%, and a low 9.3% standard deviation of monthly returns. … Read more