There’s a little something for everyone in this latest batch of new strategies. We’ll be exploring all three strategies in more detail on this blog in the coming month.
1. Movement Capital’s Composite Strategy (member link to backtest)
Movement Capital is new on our radar, but has quickly become one of our go-to resources for smart outside-the-box analysis, and we highly recommend following them now. This is a simplified version of their Composite Strategy. It’s similar in spirit to Meb Faber’s Trinity Portfolio, in that it combines dynamic tactical asset allocation with passive buy and hold (a one stop solution to balancing the strategy and asset risk that we talked about in our last post).
2. Paul Novell’s Bond UI1 (member link to backtest)
We share a lot of members with Paul Novell’s Investing For A Living, so naturally we’ve received a lot of requests to add Paul’s latest work to our site. Bond UI1 is a tactical bond strategy that uses the US unemployment rate to switch between a portfolio of either credit risk bonds, or US government bonds/gold. We know from member feedback that due to fears about rising interest rates, many members are using these types of tactical bond strategies to manage the bond exposure of other TAA models.
3. Lewis Glenn’s Quint Switching Filtered (member link to backtest)
This is the second strategy from Lewis Glenn that we track. At first blush, Quint Switching appears similar to other short-term momentum strategies we cover, but it’s actually a unique beast unto itself (more to follow in our accompanying blog post). A common sense word of warning: this an extremely aggressive strategy (100% allocation to a single asset) so we would highly recommend blending it with other strategies to reduce short-term risk (a task our site was specifically built to tackle).
We invite you to become a member for about a $1 a day, or take our platform for a test drive with a free limited membership. Put the industry’s best tactical asset allocation strategies to the test, combine them into your own custom portfolio, and then track them in near real-time. Have questions? Learn more about what we do, check out our FAQs or contact us.