This is a complete list of Tactical Asset Allocation strategies that we track for paid members:
Strategy | Developer(s) |
---|---|
Robust Asset Allocation – Balanced | Wes Gray (Alpha Architect) |
Robust Asset Allocation – Aggressive | Wes Gray (Alpha Architect) |
Adaptive Asset Allocation | Adam Butler (ReSolve) |
Tactical Permanent Portfolio | Adam Butler (ReSolve) |
The Trinity Portfolio | Mebane Faber |
Global Tactical Asset Allocation 5 | Mebane Faber |
Global Tactical Asset Allocation 13 | Mebane Faber |
Global Tactical Asset Allocation – Agg 3 | Mebane Faber |
Global Tactical Asset Allocation – Agg 6 | Mebane Faber |
12-Month High Switch | Mebane Faber |
Sector Relative Strength | Mebane Faber |
Diversified Dual Momentum | Corey Hoffstein (Newfound Research) |
Traditional Dual Momentum | Gary Antonacci |
Composite Dual Momentum | Gary Antonacci |
Optimum3 | Todd Tresidder (Financial Mentor) |
All-Weather Quad Momentum | Todd Tresidder (Financial Mentor) |
TrendYCMacro | Radovan Vojtko, et al. (Quantpedia) |
Pragmatic Asset Allocation | Radovan Vojtko, et al. (Quantpedia) |
Bold Asset Allocation – Aggressive | Dr. Wouter Keller |
Bold Asset Allocation – Balanced | Dr. Wouter Keller |
Resilient Asset Allocation | Dr. Wouter Keller |
Lethargic Asset Allocation | Dr. Wouter Keller |
Hybrid Asset Allocation – Balanced | Dr. Wouter Keller and JW Keuning |
Hybrid Asset Allocation – Simple | Dr. Wouter Keller and JW Keuning |
Defensive Asset Allocation | Dr. Wouter Keller and JW Keuning |
Vigilant Asset Allocation – Aggressive | Dr. Wouter Keller and JW Keuning |
Vigilant Asset Allocation – Balanced | Dr. Wouter Keller and JW Keuning |
Classical Asset Allocation – Offensive | Dr. Wouter Keller, Adam Butler and Ilya Kipnis |
Classical Asset Allocation – Defensive | Dr. Wouter Keller, Adam Butler and Ilya Kipnis |
Generalized Protective Momentum | JW Keuning and Dr. Wouter Keller |
Protective Asset Allocation | Dr. Wouter Keller and JW Keuning |
Protective Asset Allocation – CPR | Dr. Wouter Keller and JW Keuning |
Elastic Asset Allocation – Defensive | Dr. Wouter Keller and Adam Butler |
Elastic Asset Allocation – Offensive | Dr. Wouter Keller and Adam Butler |
Flexible Asset Allocation | Dr. Wouter Keller and Hugo Van Putten |
Defensive Adaptive Asset Allocation | Ilya Kipnis (QuantStrat TradeR) |
Minimum Correlation Portfolio | David Varadi (CSS Analytics) |
Percentile Channels | David Varadi (CSS Analytics) |
Optimal Trend Following | Valeriy Zakamulin and Javier Giner |
Mama Bear Portfolio | Brian Livingston (Muscular Portfolios) |
Papa Bear Portfolio | Brian Livingston (Muscular Portfolios) |
Risk Managed Momentum | Bard Malovany/Aspect Partners |
Accelerating Dual Momentum | Engineered Portfolio |
Growth-Trend Timing | Philosophical Economics |
Growth-Trend Timing – UE Rate | Philosophical Economics |
SPY-COMP | Paul Novell (Investing for a Living) |
Bond-COMP | Paul Novell (Investing for a Living) |
Tactical Bond Strategy | Paul Novell (Investing for a Living) |
Bond UI1 | Paul Novell (Investing for a Living) |
Composite Strategy | Movement Capital |
Active Combined Asset | Dick Stoken |
Three Way Model | Ned Davis |
Efficiente Index | JP Morgan |
Dividend & Growth Allocation | Paul Choi |
US Cross-Asset Momentum | Aleksi Pitkäjärvi, et al. |
US Risk Parity Trend-Following | Andrew Clare, et al. |
Global Risk Parity Trend-Following | Andrew Clare, et al. |
Paired Switching Strategy | Lewis Glenn |
Quint Switching Filtered | Lewis Glenn |
Momentum Turning Points | Ashish Garg, et al. |
Global Growth Cycle | Grzegorz Link |
Predicting Bond Returns | Guido Baltussen, et al. |
Momentum Based Balancing | Mark Virag |
Excess Earnings Yield Dynamic – Valuation Only | James White and Victor Haghani (Elm Wealth) |
Excess Earnings Yield Dynamic with Momentum | James White and Victor Haghani (Elm Wealth) |
All-Weather/All-Seasons Portfolio | Ray Dalio |
Permanent Portfolio | Harry Browne |
Ivy Portfolio | Mebane Faber |
Golden Butterfly | Portfolio Charts |
Sell in May/Halloween Indicator | N/A |
Risk Premium Value – Best Value | N/A |
Risk Premium Value – Weighted | N/A |
Max Diversification Portfolio | N/A |
Equal Risk Contribution Portfolio | N/A |
Max Sharpe Portfolio | N/A |
60/40 Benchmark | N/A |