TAA Investing

Tactical asset allocation – july 2016 update

Here is the tactical asset allocation update for July 2016. If you didn’t listen to the news all month or didn’t check prices during the month then you would think it was a pretty uneventful month and overall quite a decent month for almost all asset classes. Unfortunately, like most people you probably at least paid some passing interest to…

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TAA Investing

Tactical asset allocation – june 2016 update

Here is the tactical asset allocation update for June 2016. Below is the snapshot for the AGG3, AGG6, and GTAA13 portfolios. The source data can be found here. The sheet contains the IVY5, GTAA5, and the Permanent Portfolio as well. These signals are valid after every trading day. So, while I’ll maintain these month end updates this means that you can implement your…

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TAA Investing

Tactical asset allocation – April 2016 update

March was good month for risk assets. Let’s see if it continues in April. Here is the tactical asset allocation update for April 2016. Below are the updates for the AGG3, AGG6, and GTAA13 portfolios. The source data can be found here. These signals are valid after every trading day. So, while I’ll maintain these month end updates this means that…

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Portfolio

Comparing portfolio performance (1973 to 2015)

I’ve finally managed to gather enough portfolio performance data to out together this year’s portfolio comparison edition. I was able to add 2014 and 2015 data. Last year’s post is here. You can use last year’s post and the Portfolios page for portfolio definitions. I’ll present the comparison of the portfolios in a few ways. I also added a few…

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General

New portfolios page

To make finding basic information about the various portfolios I discuss on the blog I’ve created a new Portfolios page. This should especially help out new readers to the blog. The page lists the 3 major type of portfolios on the blog; buy and hold portfolios, tactical asset allocation portfolios, and quant investing portfolios. Hopefully, you find it useful. Let…

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