1.  We have developed a proprietary framework to quantify how market participants, as a whole, are viewing the risk-reward environment.

2.  Distilled into a single oscillator, it exhibits a sequential relationship with subsequent 1-3 month equity index returns.

3.  Utilizing it to dynamically tilt allocations in a conventional 60/40 portfolio significantly improved return and risk metrics over 20 years of testing.

4.  We have created a range of model portfolios based on this oscillator designed to help 60/40 type investors enjoy retirement with more.

Learn why our tactical approach to tactical allocation is smarter 

Download our two part white paper to understand what it takes to develop a durable tactical allocation strategy, then explore our solution and compare the performance of our model portfolios.


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