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What We Do

New to Tactical Asset Allocation? Skip to: What is TAA?

ANALYZE TAA STRATEGIES

AllocateSmartly tracks the industry’s best tactical asset allocation strategies, with thorough, up-to-date backtests.

COMBINE TAA STRATEGIES

Members can combine those strategies with the click of a button to create their own custom model portfolios.

FOLLOW IN NEAR REAL-TIME

Members can follow their model portfolios in near real-time, and receive an email notification when a change is likely to occur today.

AND MUCH MORE

Deep dive into TAA with advanced features like our strategy screener, analysis of exposure to taxes and rising interest rates, portfolio tranching, aggregate TAA statistics, and our very own Meta Strategy. Learn more about Allocate Smartly’s advanced features.

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 strategies tend to trade once a month or less, capturing major market trends and ignoring day-to-day noise. That makes them easier to follow for traders who refuse to be glued to a monitor all day.

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.

Below we’ve shown just some examples of the TAA strategies included in the full list of strategies that we track.

We track dozens of the industry’s very best tactical asset allocation strategies, sourced from books, academic papers and other publications. Organizing all of these different models, analyzing them on a level playing field, and then implementing them in the real-world would be unmanageable. That’s where we come in.

Our platform helps members to analyze each strategy with thorough, up-to-date backtests. Members can then combine multiple strategies together to create their own custom model portfolio, which they can follow in near real-time. On top of all of that, we provide a number of advanced features to help members take their analysis of TAA to the next level.

All of the strategies that we track are both quantitative and systematic, meaning well-defined mathematical rules govern exactly when and what to trade. We assume that all strategies trade at the market close (read more about when we trade), and that trades are executed using large, liquid ETFs (read more about what we trade), but because of the longer-term nature of these strategies, most have performed comparably trading at similar times (ex. the next day’s open) or using similar assets (ex. certain mutual funds).

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. Not a DIY investor? There’s also a managed solution. Have questions? Please check out our FAQs or contact us.

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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.

New from Our Blog

  • Not a DIY investor? A Managed Solution with a Smaller Minimum Investment is Here December 20, 2020
  • New Platform Features and a Look at What’s Coming Next December 8, 2020
  • Safe Withdrawal Rates for Tactical Asset Allocation vs Buy & Hold September 28, 2020

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