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All-In-One Managed Solution

Not a do-it-yourself investor? We've licensed our Meta Strategy to best in class investment advisors Almanack Investment Partners. Please contact Almanack to learn more.

All-In-One Managed Solution

Our platform is designed for the DIY investor, but we understand that not everyone has the time or inclination to trade their own portfolio. To service investors looking for an all-in-one managed solution, we've licensed our "Meta Strategy" to best in class investment advisor Almanack IP.

Investment is available through low cost separately managed accounts. Minimum investment: $50,000. As an added bonus, investors receive a complimentary full-featured membership to Allocate Smartly for as long as their account remains active.

Our Meta Strategy

Meta Strategy is our own smart approach to combining the best tactical asset allocation strategies on this site. Meta selects 10 strategies based on a thorough quantitative analysis of past performance, and combines them together to form a single portfolio. Read more technical details and review backtested performance.

By combining many individual strategies, Meta Strategy targets exposure to effective tactical asset allocation as a whole, while reducing the risk of any single strategy underperforming.

Contact Almanack
to Learn More

Backtested Performance

These are backtested results for our Meta Strategy. They are not an indicator of future performance and do not represent returns that any investor actually attained. These results include the same backtest assumptions used throughout this site, including a trading cost assumption of 0.10% per trade, but do not account for management fees charged by Almanack IP.

Almanack IP licenses a modified version of Meta Strategy that is different than the DIY version shown in our members area. This modified version introduces a one day lag between signal and execution in order to simplify managing a large number of investor accounts. While the spirit of both versions is the same, they will generate different signals and provide different results, especially in the short-term. The backtested results of the modified version that has been licensed to Almanack IP is shown below.

Summary Statistics
1973 to 02/2021
StatisticStrategyBenchmarkStatisticStrategy Benchmark
Annualized Return12.2%9.5%Annualized Volatility7.4%9.8%
Sharpe Ratio1.020.49Sortino Ratio2.180.84
Max Drawdown (EOM)-9.0%
10/1987
-29.5%
02/2009
Longest Drawdown28 months40 months
Ulcer Performance Index3.650.82% Profitable Months73.2%64.2%
Best Month Return10.9%10.7%Worst Month Return-6.2%-10.7%
Summary Statistics
1973 to 02/2021
StatisticStrategy Benchmark
Annualized Return12.2%9.5%
Annualized Volatility7.4%9.8%
Sharpe Ratio1.020.49
Sortino Ratio2.180.84
Max Drawdown (EOM)-9.0%
10/1987
-29.5%
02/2009
Longest Drawdown28 months40 months
Ulcer Performance Index3.650.82
% Profitable Months73.2%64.2%
Best Month Return10.9%10.7%
Worst Month Return-6.2%-10.7%
Contact Almanack
to Learn More

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About Us

We have built a platform to track the industry's best tactical asset allocation strategies in near real-time, and combine them into custom portfolios.

Learn about what we do and take our platform for a free test drive.

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