TAA Investing

Tactical Asset Allocation 1H 2019 Overview

Note: one of my posts from last year, When Models Fail, was chosen for Faber’s Best Investment Writing Volume 3. Check it out if you get a chance. Time to take a quick look back at 2019 YTD performance. In this post I present a quick overview of 1H 2019 Tactical Asset Allocation performance and make some brief observations. Let’s…

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Newsletter , TAA Investing

When Models Fail

“All models are wrong. Some models are useful.” This post is a white paper that I wrote for Economic Pulse Newsletter subscribers a few months ago. If you’re interested in learning more about the newsletter see here. Also, for more info on all kinds of TAA models I highly recommend Allocate Smartly. This is one of our main tenets at…

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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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