• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

AllocateSmartly

  • About
    • What We Do
    • List of Strategies
    • Advanced Features
    • FAQs
    • Contact Us
  • Subscribe
  • Managed
  • Blog
  • Members

Not a DIY investor? A Managed Solution with a Smaller Minimum Investment is Here

December 20, 2020

Our platform is designed to help the DIY investor build and manage tactical asset allocation portfolios, but we understand that not everyone wants to go it alone. Some prefer to have their portfolio managed by a professional. To service those investors looking for an all-in-one managed solution, we’ve licensed our “Meta Strategy” to investment advisors Almanack Investment Partners.

Almanack provides low cost separately managed accounts, with a minimum investment of just $50,000. As an added bonus, investors also receive a complimentary full-featured membership to Allocate Smartly. It’s the best of both worlds.

CONTACT ALMANACK TO LEARN MORE

What is Meta Strategy?

Almanack licenses our Meta Strategy. Meta 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 reduces the risk of any single strategy underperforming.

What is Tactical Asset Allocation (TAA)?

Tactical asset allocation strategies invest in broad asset classes like stock indices (ex. SPY), bond indices (AGG) and gold (GLD). TAA is designed to capture major market trends and ignore day-to-day noise.

Unlike traditional buy & hold, TAA aims to maximize returns and minimize losses by dynamically increasing/decreasing allocation to assets expected to outperform/underperform. TAA differs from other active strategies in that the concepts underpinning TAA (mostly long-term momentum and trend-following) have proven effective for decades, and in some cases, centuries.

* * *

This information is not an offer to buy or a solicitation to sell any security or investment product. Such an offer or solicitation is made only by the securities’ or investment products’ issuer or sponsor through a prospectus or other offering documentation. Investments involve risk. Principal loss is possible.

Filed Under: Site Announcements

Previous Post
Next Post

Primary Sidebar

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 or take our platform for a free test drive.

Follow Our Blog

Recent Posts

  • Testing a Risk Premium Value Strategy
  • Keller’s Resilient Asset Allocation
  • Not a DIY investor? A Managed Solution with a Smaller Minimum Investment is Here
  • New Platform Features and a Look at What’s Coming Next
  • Safe Withdrawal Rates for Tactical Asset Allocation vs Buy & Hold

Categories

Buy & Hold More Your Speed?

Check out our sister site dedicated to building better buy & hold portfolios:

BetterBuyAndHold.com.

Footer

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.

New from Our Blog

  • Testing a Risk Premium Value Strategy March 2, 2021
  • Keller’s Resilient Asset Allocation January 19, 2021
  • Not a DIY investor? A Managed Solution with a Smaller Minimum Investment is Here December 20, 2020

Helpful Links

  • What We Do
  • List of Strategies
  • Advanced Features
  • Subscribe
  • Managed
  • Blog
  • FAQs
  • Contact Us
  • Member Login

Stay Informed

Follow the latest research from our blog via Twitter, RSS and email:

© 2021 Allocate Smartly. All rights reserved.
  • Affiliates
  • Terms of Service
  • Privacy