Portfolio Performance Comparison (as of 10/3/2012)
*: NOT annualized
**YTD: Year to Date
*: NOT annualized
**YTD: Year to Date
This again begs the question: will such an out performance (or under performance from TAA’s point of view) will continue in the future?
So should one write off the tactical strategies again? Well, not so fast.
First, if you look at longer term performance, tactical portfolios did perform better, especially in 2008 and 2001-2002. This is not surprising as tactical allocation tries to step through a bear market more carefully.
Please login or register an account to view the newsletter