Tactical Asset Allocation Review
MyPlanIQ provides model portfolios for brokerage investment accounts and 401k retirement plans. Our free and basic subscription allows users to customize and follow asset allocation model portfolios using either Strategic Asset Allocation (SAA) or Tactical Asset Allocation strategies. In this newsletter, we continue our 2016 review on Tactical Asset Allocation(TAA) portfolios.
TAA portfolios, compared with SAA or just a plain US stocks and US bonds balanced portfolios such as VBINX (Vanguard Balanced Index Inv), continued to lag behind in terms of returns.
Let’s first look at their 2016 performance.
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