TAA Investing

Tactical asset allocation – november 2015 update

October turned out to be quite a strong month for US stocks as the historical seasonality suggested. Lets see what that strong showing did to the tactical asset allocations for November. Here are the tactical asset allocation updates for November 2015. All portfolio updates are online as part of Paul’s GTAA 13 Portfolio New sheet. First, for the basic portfolios – the GTAA5 and…

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Portfolios

This page is a list of the various portfolios I frequently talk about on the blog, along with links to the portfolio source material and/or my posts describing the portfolios. I also have three sub pages. One has the daily status of the GTAA13, AGG3, and AGG3 portfolios, and one has the status of two of Antonacci’s portfolios GEM and…

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TAA Investing

Tactical asset allocation – june 2015 update

Here are the tactical asset allocation updates for June 2015. All portfolio updates are online as part of Paul’s GTAA 13 Portfolio New sheet. First, for the basic portfolios – the GTAA5 and the Permanent Portfolio. Only one change in the GTAA5 portfolio. REITs (VNQ) went to cash this month. GTAA5 is now 60% invested and 40% cash. For the timing version of the Permanent Portfolio…

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TAA Investing

Tactical asset allocation – march 2015 update

Month number 2 for 2015 has come and gone. I’ll get right to the updates for this coming month, March 2015. Like last month I’ll continue with added commentary on the portfolio changes. Starting with the most basic portfolios, below are the March updates for the GTAA5 and the Permanent Portfolio. These portfolios are part of the main Paul’s GTAA 13…

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Retirement

Poor future returns and the safety first approach

In today’s post I want to address another approach to dealing with the prospect of poor future returns. In my last post I described the prospect of poor future returns and different risk-based portfolio strategies in such an environment. Today I’ll consider an alternative. The alternatives are various dedicated income approaches that put the retirement income stream at the top…

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