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.
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.
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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.