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List of Strategies

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
Hybrid Asset Allocation 60/40 NLX Finance
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)
Annual Seasonality Fred Piard
All-Weather/All-Seasons Portfolio Ray Dalio
Regime-Based Strategic Asset Allocation Bouyé and Teiletche (World Bank)
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

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New from Our Blog

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