I'm curious if in your travels, you've come across the Allocate Smartly (AS) website?
AS is a subscription website with a number of algorithm-driven, tactical asset allocation strategies available. The strategies trade monthly based on various criteria factors, eg, momentum, performance, price at close at EOM, etc. Each strategy uses various ETFs as investment vehicles. The user adjusts their portfolio monthly based on the recommendations from AS.
The premise is to achieve higher returns over the long run by limiting downside risks (via the monthly trading), while moving funds from lower performing asset classes into the ones with better momentum, price appreciation, etc.
Would be curious to hear your thoughts on this sort of approach if you are familiar with it?
Do you have thoughts on using tactical asset allocation as an investment vehicle?
Some experts say it's just a form of market timing.
Other experts claim it is a legitimate approach to limiting downside performance, eg, by increasing upside performance over the longer term. The idea being that one can recover more quickly from a 15% versus a 25% drawdown, thereby achieving better returns over extended periods.
Would are the 3 most important financial lessons or gems you would want to instill in your son/daughter? And how would you make them accountable so they will stick to those principles?
Sorry this isn't very helpful, but I just want to know what someone in a similar field as me is thinking and communicating. I'm trying to take the pulse of the culture and industry and keep my own knowledge fresh. So thanks for writing.
I'm curious if in your travels, you've come across the Allocate Smartly (AS) website?
AS is a subscription website with a number of algorithm-driven, tactical asset allocation strategies available. The strategies trade monthly based on various criteria factors, eg, momentum, performance, price at close at EOM, etc. Each strategy uses various ETFs as investment vehicles. The user adjusts their portfolio monthly based on the recommendations from AS.
The premise is to achieve higher returns over the long run by limiting downside risks (via the monthly trading), while moving funds from lower performing asset classes into the ones with better momentum, price appreciation, etc.
Would be curious to hear your thoughts on this sort of approach if you are familiar with it?
Thanks!
I am unfamiliar with the site.
Thanks Robert.
Do you have thoughts on using tactical asset allocation as an investment vehicle?
Some experts say it's just a form of market timing.
Other experts claim it is a legitimate approach to limiting downside performance, eg, by increasing upside performance over the longer term. The idea being that one can recover more quickly from a 15% versus a 25% drawdown, thereby achieving better returns over extended periods.
Would are the 3 most important financial lessons or gems you would want to instill in your son/daughter? And how would you make them accountable so they will stick to those principles?
Thank you for writing, @Jake Tangonan.
Answer any financial question with the thought, “Will it make my standard of living better or worse.”
Know you are responsible for your choices.
Read Personal Finance Economics, comment, and ask questions. 😉
Sorry this isn't very helpful, but I just want to know what someone in a similar field as me is thinking and communicating. I'm trying to take the pulse of the culture and industry and keep my own knowledge fresh. So thanks for writing.
Awesome! I look forward to more conversations with you.