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 April 2012

Tactical Asset Allocation (TAA) Monthly Feature for April 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 7 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.  Last month the model wisely backed off gold some and added some to broadly diversified stocks and real estate.

Since the model I share here is "balanced" it always keeps at least 50% of the portfolio in either bonds or cash.  Bonds have been a bit of a drag YTD, but since I'm publishing this update 10 days into April they are paying off nicely.  The whole idea of this balanced tactical asset allocation (TAA) approach is to keep a highly diversified portfolio that can get through the markets major ups and downs without the dizzying volatility of just growth investments.  It's not perfect, but so far so good.

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

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