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Using Intra-Day Models to Improve Tactical Asset Allocation

February 29, 2016
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Just about any form of tactical asset allocation (TAA) will work extremely well in a straight up market and a straight down market.  However, many methodologies will struggle in a choppy market that either has no real trend or that moves so quickly that a TAA strategy […]

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Why We Use Counter Trend Models

February 4, 2016
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Counter trend models seek to buy into market weakness and sell into market strength.  They expect that markets overreact and will be mean reverting in nature.  When the market rallies they expect that the market will go to far and that some of that rally […]

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Forward Looking Due Diligence

January 28, 2016
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One important skill we try to teach financial advisors is how to do forward looking due diligence on money managers and investment strategies.  Backward looking due diligence looks at what a manager or strategy did in the past and assumes, usually wrongly, that past performance will persist […]

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Tactical Diversification

January 28, 2016
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In traditional asset allocation the goal is not to find the “best” asset class, it is to find the best combination of asset classes that gives the client the best chance of achieving the desired result.  Each asset class, be it large cap growth, value, small cap […]

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