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.
It could change how well you retire
Take 10 minutes to learn why our simple process is unique, compare the performance of our model portfolios and evaluate which risk level is most appropriate for you. Please download our white paper.
Helpful Resources
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
- Taking The Mystery Out Of Forecasting 10-Year Returns For The S&P 500
- Predicting Future Equity Returns, Plus A Longer Duration Shiller CAPE That Has Worked For 80 Years
- Dissecting The Holy Grail Of Market Timing
Rebalancing Made Easy
Download our simple Rebalance Calculator spreadsheet to easily calculate the number of shares to buy and sell at each rebalance event.
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.