Fintech executive, writer, math geek, and investment systems developer. Founder and CEO of Altruist and Founder of FormulaFolios.

Tactical Asset Allocation (TAA) Monthly Feature for March 2012

Tactical Asset Allocation (TAA) Monthly Feature for March 2012

Below are the most up to date allocations for the Tactical Asset Allocation model I've written about on the blog.  For those needing a refresher on what TAA is and why I think it's important as part of an investment plan just click here to revisit the first post. [table id=6 /]

In the 6 months I've freely shared this model on my blog it has proven to provide a balanced way to achieve growth in a rising market (the market has only gone up during this time) even though the model has very sparingly used actual stock index funds in the process.  That's changing though this month with the model backing off gold some and getting a little more broadly diversified into stocks and real estate.

For those that want to track the performance of this model here's the most up to date info:

[table id=5 /]

To see how performance is measured just check out the static page on TAA here.

As mentioned in past posts I'll update this model/strategy each month roughly 1 week into each new month.  This way scalpers can't just steal the research as their own and other financial professionals can't simply use the research to manage their clients money.

If you like what you see here feel free to pass this on to others via email, use the Facebook icon below to share it there, or just suggest in personally to a friend.

Thanks for checking out this post and have a great day.


Jason Wenk


Market Update for March 12, 2012

Recession Probability Update - March 2012

Recession Probability Update - March 2012