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Some More Nails in the Mutual Fund Coffin

December 19, 2015
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Two things happened this month that hammered a couple of more nails into mutual fund coffin.  First we saw the Third Avenue announced that they are suspending investor redemptions from their junk bond fund.  They way mutual funds work if an investor wants to redeem shares […]

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The Current Market Environment and Implications for Tactical Asset Allocation

November 20, 2015
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The past two years have been difficult ones for tactical asset allocation (TAA).  The continual V shaped corrections and a lack of trend in any asset class has caused TAA strategies to lag the US market.  On the plus side, TAA strategies have outperformed global asset […]

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Using Reblance Date Diversification to Reduce Rebalancing Risk

November 16, 2015
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Tactical methodologies have a number of different factors which influence their results.  Making a small change to any factor can drastically change the results of the methodology.  For example, most trend following methodologies have a lookback period and a rebalancing frequency.  The […]

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Tactical Duration

November 5, 2015
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Investors are aware of the term duration as applied to bonds.  Duration is the measure of how sensitive a bond will be to moves in interest rates.  Typically, the longer term the bond is, the more sensitive to changes in rates.  Shorter term bonds are […]

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