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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.
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Investment Strategies / Mechanical Investing
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Author: rayvt 🐝  😊 😞
Number: of 6132 
Subject: Re: Allocate Smartly and Timing
Date: 08/13/25 3:20 PM
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I downloaded and read the paper that was linked: financialmentor.com - Lesson Choose Your Portfolio of Systems Part

My reaction was "UGH!" It seems like Allocate Smartly lists 50+ Tactical Asset Allocation strategies and says "Have fun, good luck."

The guy who wrote that financialmentor paper didn't much like any of them it seems. But he did have good discussions about what he saw as the good points & bad points of them.

The executive summary of "this 15,000+ word behemoth of a lesson" is "Heck if I know." Then he brings up "Meta" which appears to be a strategy for dynamically switching between which TAA Strategy(ies) to invest in. AYFKM?

Faced with that, I'd rather just buy the S&P500 and save the $49/month.

Although I guess you could peek under the Allocate Smartly kimono and take as given that all the 50+ strategies have been vetted and just run any of them on your own.

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