When I look at the chart above, I like the much smoother equity curve of my model versus the traditional 60/40 of the professionally managed Horizons Resolve Adaptive Asset Allocation ETF. In the period covering just over one year, my model and HRAA arrived at the...
It has been a year since I began posting the weekly tactical asset allocations of my models. A one-year period is far too short of a timeframe to base a performance comparison on so I have little to say about the chart below which compares my TAA model performance to...
Slowly, ever so slowly, my models are reducing the cash allocation and increasing allocations to equity ETFs. My Model Tactical Asset Allocations
My models are now down 7.1% YTD versus a decline of 14.8% for the 60/40 portfolio. My Tactical Asset Allocations
Increases in ETF prices this past week have led to my models adding allocations to EFA, VGK, IWM, and DBC. Year-to-date, my model portfolio is down 8.2% versus a decline of 18.5% for the 60/40 portfolio. Since I started posting weekly ETF allocations late last year,...
As I noted last week, if the prices of US equities rose this week my models would increase allocations to SPY and IWM. You will note in the table further below that allocations to both of those ETFs did increase very modestly. As the models I use have allocation...
Recent increases in the prices of US equity ETFs have resulted in my models being very close to adding an allocation to those ETFs. Should US equity markets close 1% higher next week, my models will increase the allocation to SPY and likely add an allocation to IWM....
If investing is supposed to be boring, I'm living that so far this year. My tactical asset allocation models continue to have a very high allocation to cash. The folks at Validea had an interesting post recently about how certain strategies have fared so far this...
Happy Thanksgiving. I hope you have much to be thankful for not only this weekend but every day. The market continues to be challenging particularly for investors that don't have a battle-tested strategy that they will adhere to. If you follow a buy-and-hold strategy...
The grind lower in markets this year continues relentlessly. The 60/40 portfolio is now down 20% year-to-date. I'm certain that such a performance is testing the resolve of many investors to stick to a buy-and-hold strategy. As for my overall portfolio, I have...