Tactical Portfolios Review
We continue to review the performance of portfolios using our another core asset allocation strategy – Tactical Asset Allocation(TAA). The strategy is momentum based: it ranks momentum (trend score) of the total returns (i.e. dividend reinvested) of major core asset classes and chooses top assets to invest for a pre-selected risk level. We will comment the strategy in some more details at the end of this newsletter.
First, as quoted in the previous newsletter (January 8, 2018: Strategic Portfolios Review), emerging market stocks, developed country stocks and US stocks are the three best performing assets last year.
Major Index ETF Performance Comparison (as of 1/5/2018):
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