Latest Performance Comparison Among Several Advanced Strategies
Many of our subscribers might have felt the recent underperformance of MyPlanIQ strategies. This is especially true for Tactical Asset Allocation(TAA) based portfolios in the context of soaring US stock market. We have addressed this issue several times. In this newsletter, we look at the long term performance comparison on several strategies listed on Advanced Strategies page.
Long term returns since 2001
Our representative portfolio P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds (the GTAA portfolio) operates among a list of candidate funds that represent major assets of global stocks, REITs and bonds. As US stocks have been a lone superstar asset for the past 10 years, this portfolio’s recent returns have been discouraging, causing more and more people to doubt its long term effectiveness.
In the following table, we pick several good US centric stock strategies listed on Advanced Strategies page and compare their returns with the representative portfolio as well as S&P 500 index (Vanguard 500 index fund). All returns are total returns that include dividend reinvested.
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