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.
FREE Retirement Planning Spreadsheet
- Easily visualize how much you will need to save to achieve the retirement income you desire.
- Stress-test your targeted savings and investment plans to ensure you are setting aside enough to satisfy your planned retirement lifestyle.
A few of our articles on SeekingAlpha exploring aspects of tactical allocation
- Essential To Understand This If You Are A 60/40 Investor
- Adjusting Asset Allocations In A Balanced Fund Using A Real-Time Evidence-Based Recession Probability Model
- Predicting Future Equity Returns, Plus A Longer Duration Shiller CAPE That Has Worked For 80 Years
- Dissecting The Holy Grail Of Market Timing