• Skip to primary navigation
  • Skip to main content
  • Skip to footer

AllocateSmartly

  • About
    • What We Do
    • List of Strategies
    • Advanced Features
    • FAQs
    • Contact Us
  • Subscribe
  • Managed
  • Blog
  • Members

Blog

Paul Novell’s Flagship Strategy SPY-COMP

This is a test of the flagship proprietary strategy from Paul Novell’s Investing for a Living. Paul has been kind enough to share his strategy rules to allow for independent verification of his results. SPY-COMP is like Growth-Trend Timing and a handful of other tactical strategies we track, in that it considers trends in both […]

Filed Under: TAA Strategies

Geek Note: How to Properly Lag Monthly Economic Data

We’ll be talking about Paul Novell’s flagship SPY-COMP strategy on the blog tomorrow. The strategy uses monthly economic data, like the kind available from the FRED database. We’ve covered a handful of strategies like this in the past (think Philosophical Economics’ Growth Trend-Timing). Whenever we do, we invariably get a ton of questions, because it […]

Filed Under: Random Thoughts

A Quick Note on a Small Change to Meta

We had mentioned this in passing on previous posts, but never expounded upon it here on the blog. We thought it would be too boring and down in the weeds. But the emails just keep coming (we forgot our members tend to be as analytically-minded as we are), so here are the details… Meta is […]

Filed Under: Meta Strategy

Tactical Asset Allocation: Mid-April Checkup

Tactical Asset Allocation (TAA) weathered the storm in February and March, significantly paring down losses vs conventional buy & hold. So far it has trailed the bounce in April, but these are early days. We track 50+ TAA strategies sourced from books, papers, etc., allowing us to draw some broad conclusions about TAA as a […]

Filed Under: TAA Performance

Tactical Asset Allocation: Surveying the Damage in March

Tactical Asset Allocation (TAA) weathered the storm in March well, significantly paring down losses versus conventional buy & hold. We track 50+ TAA strategies sourced from books, papers, etc., allowing us to draw some broad conclusions about TAA as a style. In the table below we show the March and YTD returns of these 50+ […]

Filed Under: TAA Performance

This Crisis Has Not Been Kind to Tactical ETFs

DIY tactical asset allocation (i.e. the types of public strategies that we cover on this site) has been strong through this crisis. Tactical ETFs on the other hand have struggled badly. We track 50+ DIY TAA strategies, allowing us to draw some broad conclusions about TAA as a style. In the graph below we show […]

Filed Under: TAA Performance, Tactical ETFs

Where Tactical Asset Allocation Stands Now (Monday 03/23)

Tactical Asset Allocation (TAA) as a whole continues to weather the fallout well, significantly paring down losses versus a conventional buy & hold portfolio. Individual strategies vary widely. We track 50+ published TAA strategies, allowing us to draw some broad conclusions about TAA as a style. In the table below we show the MTD/YTD returns […]

Filed Under: TAA Performance

Where Tactical Asset Allocation Stands Now (Thursday 03/12) – Updated

Edit 03/18: This situation is getting sufficiently scary, in a way that transcends investing, that we’re going to slow down these periodic updates. Based on how TAA entered the month it should be pretty easy to extrapolate where returns stand now. Will post our next update at the end of this week. Stay safe out […]

Filed Under: TAA Performance

Where Tactical Asset Allocation Stands Now (Monday 03/09)

We’ve fielded a lot of questions this morning about how Tactical Asset Allocation is faring this month. We track 50+ published strategies, so we’re able to draw some broad conclusions about the current state of TAA. Generally speaking, all is well. Individual strategies vary, but as a whole, TAA has weathered the storm so far. […]

Filed Under: TAA Performance

Last Week (Painfully) Illustrated the Importance of Non-Binary Portfolios

This is one of my favorite takes of the last week. It was tweeted on Friday, which held two distinctions: (1) It capped off a helluva scary week, and (2) It just so happened to be month-end, when many TAA strategies trade by default. The managers I envy the LEAST today are those who run […]

Filed Under: Random Thoughts

  • Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Interim pages omitted …
  • Go to page 15
  • Next Page

Footer

About Us

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.

Learn about what we do and take our platform for a free test drive.

New from Our Blog

  • Testing a Risk Premium Value Strategy March 2, 2021
  • Keller’s Resilient Asset Allocation January 19, 2021
  • Not a DIY investor? A Managed Solution with a Smaller Minimum Investment is Here December 20, 2020

Helpful Links

  • What We Do
  • List of Strategies
  • Advanced Features
  • Subscribe
  • Managed
  • Blog
  • FAQs
  • Contact Us
  • Member Login

Stay Informed

Follow the latest research from our blog via Twitter, RSS and email:

© 2021 Allocate Smartly. All rights reserved.
  • Affiliates
  • Terms of Service
  • Privacy