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Investment Strategies / Mechanical Investing
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Author: rayvt 🐝  😊 😞
Number: of 3959 
Subject: Re: mechanical for taxed
Date: 02/17/2024 4:57 PM
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No. of Recommendations: 9
Also, are there similar better systems like this?

There are two parts to these schemes.
One is selecting the asset(s) to hold
The other is the in/out (timing) signal.

I hate it when they mush the two parts into one conglomeration. You don't know which part was the primary factor in the increased returns.

They mention "HAA-Balanced" which is essentially Faber's QTAA but using TIPS as the in/out signal.

I am partial to Growth Trend Timing as a timing signal. But actually, any timing signal that got you out in 2008 was good.

FWIW, Jim once mentioned a monthly rotate, SPY / PRF / IWF / QQQ (switch to the one that was best in the previous month).
PORTFOLIO VISUALIZER shows this is OK. https://www.portfoliovisualizer.com/tactical-asset...
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