TAA Investing

Tactical Asset Allocation Performance In 2017

It’s that time of year to update the performance stats of investment systems. In this post, I’ll cover various Tactical Asset Allocation strategies and how they performed in 2017. Let’s jump right in. As usual, I’m using data from the great folks at Allocate Smartly. 2017 was definitely a risk-on year for world-wide risk assets. In particular equities. The higher…

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TAA Investing

TAA: choosing your first strategy

Tactical Asset Allocation (TAA) strategies have come a long way in the last few years. From a small corner of the financial blogosphere to basking in broad daylight. I’d like to think I had a small role to play in that but really it’s the result of the amazing work done by the likes of Meb Faber, Gary Antonacci, the…

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TAA Investing

TAA bond strategy on Allocatesmartly

Just a quick post today on the TAA bond strategy that I’ve posted on and keep track of here. Starting yesterday, the strategy is on AllocateSmartly. See the blog post discussing the details of the strategy and it’s historical performance. A few important items that I’d like to highlight follow. First, the strategy is slightly different from the original that…

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Portfolio, TAA Investing

TAA portfolio tracking: turning it over to the pros

I knew this time would come eventually and here it is. Starting this month I will not be publishing any further tracking updates on TAA portfolios. Going forward I will be using and recommending Allocate Smartly for TAA portfolio tracking and implementation. Here’s the why and some details on the platform. The number of portfolios I was tracking and wanted…

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