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TAA Performance

Tactical Asset Allocation in April: Stubbornly Defensive

Tactical Asset Allocation (TAA) dodged the worst of the bear in February and March, but trailed the big bounce in April. Entering May, TAA remains stubbornly defensive. We track 50+ TAA strategies sourced from books, papers, etc., allowing us to draw broad conclusions about TAA as a style. In the table below we show the […]

Filed Under: TAA Performance

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

Where TAA Stands Now

We rarely comment on the current state of the market. The whole point of all this time we spend designing smart, agile rule-based portfolios is so that we don’t have to run around with our hair on fire when all hell breaks loose. Trading on emotion is almost always a bad idea. Having said that, […]

Filed Under: TAA Performance

Tactical Asset Allocation in November

This is a summary of the recent performance of a wide rangeĀ 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

Tactical Asset Allocation in October

This is a summary of the recent performance of a wide rangeĀ 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

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