Tactical Asset Allocation membership includes several different strategies, three of those are what I call the Model Portfolios. Back-tested results of these strategies go back more than 30 years. So how are they doing this year? The following shows April’s allocation and its month-to-date and year-to-date performance results.
Sign up for Cromer Wealth Management’s Tactical Asset Allocation membership to get the current allocations. These trades are available to Gold members.
Model: Rick’s Model #3
Very conservative investment, currently, 40% of this strategy is safely in cash.
Since we are about 1/3 into the year, assuming similar results for the other 2/3rds of the year, this model has a projected return of 8%
Model: Rick’s Model #4
Conservative Investment, end-of-month max drawdown during 2008/09 financial crises was only 10.7%.
Since we are about 1/3 into the year, assuming similar results for the other 2/3rds of the year, this model has a projected return of 17%.
Model: Rick’s Model #5
Conservative Investment, end-of-month max drawdown during 2008/09 financial crises was only 10.7%. Currently, 67% of this strategy is safely in cash.
Since we are about 1/3 into the year, assuming similar results for the other 2/3rds of the year, this model has a projected return of 18%.
