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Linear vs Logarithmic Charts: When Log Is Better, and When Neither Is Very Good

This is quick explainer on linear vs logarithmic charts. We hope that even experienced users who are familiar with the subject will find a nugget or two of useful wisdom in here. We provide all backtests in two flavors: linear and logarithmic (log). There’s a button below each chart where you can switch between them […]

Filed Under: Random Thoughts

New Performance Charts with Awesome New Features

We’ve radically redesigned the charts we use to show backtested performance throughout the member’s platform. At first glance, the new charts look familiar, but there are a ton of useful ways members can now manipulate them. Let’s look at four new features: Zoom by predefined periods, with rebasing to $10,000 Zoom by specific start and […]

Filed Under: Site Announcements

Meb Faber’s 12-Month High Switch

This is a test of the 12-Month High Switch Model, a Tactical Asset Allocation (TAA) strategy from Meb Faber. Meb has done more than anyone to popularize TAA as a trading style, including many of the fundamental concepts used today. This is another of his simple but effective ideas. Backtested results from 1970 follow. Results […]

Filed Under: TAA Strategies

New Feature: Alternative Benchmarks

Members can now compare both investment strategies and their own custom Model Portfolios to alternative benchmarks like the S&P 500 or Nasdaq 100. Previously, we only benchmarked to the 60/40 (60% US stocks, 40% US bonds), the de facto standard in US asset management. To try it now, go to Compare Strategies and select up […]

Filed Under: Site Announcements

European Investors and TAA Strategies: Four Approaches

We track 80+ Tactical Asset Allocation (TAA) strategies, most of which were designed from the perspective of a US investor trading US ETFs. Most European investors can’t access US ETFs, instead trading UCITS funds listed on non-US exchanges, often denominated in currencies other than USD. In this post we’ll provide data analyzing four approaches a […]

Filed Under: FX Risk

Portfolio Optimizer Version 3.0: Custom Optimized Model Portfolios

We just released version 3.0 of our Portfolio Optimizer for Pro members and it’s awesome. New here? We track Tactical Asset Allocation strategies. Members can combine those strategies together into what we call “Model Portfolios”. The Portfolio Optimizer shows the optimal mix of strategies to trade in your Model Portfolios based on objectives like maximizing […]

Filed Under: Optimized Portfolios, Site Announcements

Dr. Keller & Keuning’s Simple Variation of “Hybrid Asset Allocation”

This is a test of the “simple” variation of Dr. Keller and Keuning’s strategy from their paper Dual and Canary Momentum with Rising Yields/Inflation: Hybrid Asset Allocation (HAA). We’ve covered the “balanced” version of HAA previously. It has become one of the more popular strategies on our platform, and members have asked us to add […]

Filed Under: TAA Strategies

Choi’s Dividend & Growth Allocation

Edit 01/10/24: This post has been revised since initial publication. See the end notes to learn more. This is a test of Paul Choi’s paper Balance Between Growth and Dividend: Dividend & Growth Allocation (DGA). This strategy would have delivered exceptional performance over the last 50 years, but we would temper future expectations for several […]

Filed Under: TAA Strategies

“Dynamic Bond” Variations of 10 Tactical Asset Allocation Strategies

Background (we’ve covered all of this before, but just to bring readers up to date): We track 70+ Tactical Asset Allocation strategies sourced from research papers, books, etc. A subset of those strategies have a significant flaw: when shifting to a defensive risk posture, they blindly dump the portfolio into bonds (mostly US Treasuries) regardless […]

Filed Under: Site Announcements

Inflation and Stock/Treasury Correlation

There has been a surge in correlation between US stocks and Treasuries over the last couple of years. To illustrate, below we’ve shown the rolling 3-year correlation between US stocks and 10-year Treasuries since 1900 (based on monthly returns). Note the spike at the far right of the chart. What is correlation? In this context, […]

Filed Under: Random Thoughts, Things That Don't Work

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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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