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 […]
Timing Luck & Portfolio Tranching
Timing Luck and Portfolio Tranching
In this post we discuss portfolio “tranching” (i.e. dividing a portfolio into overlapping slices of the same underlying strategy) to minimize “timing luck”. This is an under discussed but important topic in tactical asset allocation. For more smart thoughts on portfolio tranching, see this excellent piece from Newfound Research. For our test case, we’ll use […]
Allocate Smartly Just Got Even Better
Allocate Smartly just got even better, with three awesome new features to help members make better Tactical Asset Allocation (TAA) decisions: Multiple Custom Model Portfolios + Dashboard Portfolio Tranching Aggregate Asset Allocation Report Multiple Custom Model Portfolios A key component of our members area is what we call “custom model portfolios”. What is a model […]