Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (7) |
Author: RAMc   😊 😞
Number: of 6131 
Subject: Re: Bear Catchers
Date: 08/10/25 10:03 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 13
If you’re interested in a comparison of alternative allocation strategies to minimize asset volatility the best single backtest comparison is at Allocate Smartly. They have backtested over 90 strategies and posted their critique for most of them. In a recent post they posted the 10 most popular TAA strategies their subscribers had chosen to use after subscribing.
allocatesmartly.com - The most popular taa strategies ranked

1 Financial Mentor’s Optimum3 19.0%
2 Hybrid Asset Allocation
Balanced (11.1%) and Aggressive (3.8%) 14.9%
3 Bold Asset Allocation
Aggressive (9.1%) and Balanced (0.8%) 9.9%
4 Financial Mentor’s All-Weather Quad Momentum 7.3%
5 Accelerating Dual Momentum
Original (2.3%) and Dynamic Bond (1.1%) 3.3%
Additional details of each strategy can be found on their Blog.

allocatesmartly.com - Financial mentors strategy
allocatesmartly.com - Hybrid asset allocation
allocatesmartly.com - Bold asset allocation

For a portion of my portfolio I personally chose two of their strategies that I thought were more robust, not over optimized, held up an alternate day of the month trading, and were based on completely different but rational concepts. Historically the blend I chose has done as well as a 60/40 in good times but does better than a 60/40 portfolio in down markets.

I don’t have any connections to Allocate Smartly other than a paid subscription.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to RAMc here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (7) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community