No. of Recommendations: 12
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.
https://allocatesmartly.com/the-10-most-popular-ta...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.
https://allocatesmartly.com/financial-mentors-opti...https://allocatesmartly.com/hybrid-asset-allocatio...https://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.
