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Member Analysis: The Effect of Combining Strategies on Timing Luck

We enjoy hearing from members about their experiences using our platform to analyze and combine tactical asset allocation strategies. We do a bad job of sharing that feedback with other members, and that’s a shame, because there’s often a lot of wisdom in it. So let’s change that. What follows is an email from member […]

Filed Under: Alt. Trading Days & Tranching, Member Contributions

Strategy-Asset Matrix

The table below shows the asset classes traded by each of the public strategies that we track. Note that this is the strategy’s entire asset universe, and most strategies will only hold a subset of these at any given time. We compiled this data as part of a big upcoming site upgrade, but a number […]

Filed Under: TAA Strategies

Comparing Tactical Asset Allocation ETFs to Public TAA Strategies

In this post we compare the performance of the 49 tactical asset allocation strategies that we track to 6 ETFs that provide all-in-one exposure to TAA. We were inspired by James Picerno’s Capital Spectator to run this analysis, so we’ve appropriated his list of 6 ETFs. Of the 6 ETFs, only one has provided results […]

Filed Under: TAA Performance, Tactical ETFs

Tactical Asset Allocation in April

This is a summary of the recent performance of a wide range of excellent Tactical Asset Allocation (TAA) strategies, net of transaction costs. These strategies are sourced from books, academic papers, and other publications. While we don’t (yet) include every published TAA model, these strategies are broadly representative of the TAA space. Learn more about what […]

Filed Under: TAA Performance

Asset Allocation Roundup

Four recent asset allocation articles (tactical or otherwise) that you might have missed: 1. Bond ETFs in an Era of Rising Rates (Better Buy & Hold) This is our first post from our new platform BetterBuyAndHold.com. Bonds face stiff headwinds in the coming years, and many will underperform what investors have grown accustomed to. That’s […]

Filed Under: Link Roundups

New from Our Team: BetterBuyAndHold.com

We’re happy to announce the launch of a new service from our team: BetterBuyAndHold.com We recognize that even TAA investors often need a stable, static allocation to form the core of their portfolio. Our new service is dedicated to building better, more realistic buy and hold allocations. We do that using two key statistical techniques: […]

Filed Under: Site Announcements

Tactical Asset Allocation in March

This is a summary of the recent performance of a wide range of excellent Tactical Asset Allocation (TAA) strategies, net of transaction costs. These strategies are sourced from books, academic papers, and other publications. While we don’t (yet) include every published TAA model, these strategies are broadly representative of the TAA space. Learn more about what […]

Filed Under: TAA Performance

Asset Allocation Roundup

Five recent asset allocation articles (tactical or otherwise) that you might have missed: 1. ETF Bond Rotation (Alvarez Quant Trading) Cesar looks at various flavors of a simple momentum-based bond rotation strategy. Using momentum to time bond asset classes has not worked as well as it has with other assets. Unlike most asset classes, very […]

Filed Under: Link Roundups

Tactical Asset Allocation in February

This is a summary of the recent performance of a wide range of excellent Tactical Asset Allocation (TAA) strategies, net of transaction costs. These strategies are sourced from books, academic papers, and other publications. While we don’t (yet) include every published TAA model, these strategies are broadly representative of the TAA space. Learn more about what […]

Filed Under: TAA Performance

Ilya Kipnis’ Defensive Adaptive Asset Allocation

This is a test of Ilya Kipnis’ “Defensive Adaptive Asset Allocation” (KDA). KDA is a “Meta” model of sorts, combining successful elements of multiple other tactical asset allocation strategies that we track. Results from 1989 to the present, net of transaction costs, follow. Read more about our backtests or let AllocateSmartly help you follow this […]

Filed Under: TAA Strategies

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We have built a platform to track the industry's best Tactical Asset Allocation strategies in near real-time, and combine them into custom portfolios.

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New from Our Blog

  • Carlson’s “Defense First” July 20, 2025
  • The 10 Most Popular TAA Strategies Ranked July 13, 2025
  • The Lumber-Gold Strategy July 7, 2025

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