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Withdrawal Rates

“Accelerating Dual Momentum” Redux: Longer History, Tempered Expectations

This is a follow up to a strategy we’ve covered previously: Accelerating Dual Momentum (ADM) from EngineeredPortfolio.com. See our first test of ADM, which includes a description of the strategy rules and our own analysis of the strategy. Here we’ve extended our test by 20 years to include a less effective era for this strategy. […]

Filed Under: TAA Strategies, Withdrawal Rates

Safe Withdrawal Rates for Tactical Asset Allocation vs Buy & Hold

In this post we model retirement Safe Withdrawal Rates (SWR) and Perpetual Withdrawal Rates (PWR) for a large collection of tactical and buy & hold strategies. We track 50+ tactical strategies, allowing us to draw some broad conclusions about TAA as a trading style. Learn more about what we do. Members: This post only includes […]

Filed Under: Withdrawal Rates

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