Get Asset Allocation Model Portfolios for My Plan
Premium (Tactical Asset Allocation) may add 4-6%
Tactical asset allocation uses the best performing funds in your plan. If none of the funds are performing well, it will switch to bonds or cash. TAA minimizes downsides (2007/2008) while capturing much of the upside. Simulated returns of a simple diversified portfolio using TAA against two industry benchmarks show it consistently winning by 4% or more. This is a premium strategy so only subscribers get real time data.