• Tactical Asset Allocation

    A comparison of Tactical Asset Allocation (Asset Rotation) to the traditional "strategic/passive" approach. Benefits: minimize losses while capturing gains of rising markets using tactical adjustments.

    published: 24 Dec 2014
  • What is TACTICAL ASSET ALLOCATION? What does TACTICAL ASSET LOCATION mean?

    What is TACTICAL ASSET ALLOCATION? What does TACTICAL ASSET ALLOCATION mean? TACTICAL ASSET ALLOCATION meaning - TACTICAL ASSET ALLOCATION definition - TACTICAL ASSET ALLOCATION explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Tactical asset allocation (TAA) is a dynamic investment strategy that actively adjusts a portfolio's asset allocation. The goal of a TAA strategy is to improve the risk-adjusted returns of passive management investing. TAA strategies can be either discretionary or systematic. In discretionary tactical asset allocation strategies, an investor modifies his asset allocation according to the valuation of the markets in which they are invested. Thus, someone who invested heavily in stocks might reduce t...

    published: 18 Apr 2017
  • Tactical Investment Strategies for 2015 and 2016

    Your cash is making you nothing, but the fear of a Dow 7000 is impossible to ignore. I will show you two amazing strategies for capitalizing on bull markets while at the same time, have you salivating for the next bear market. Don't kid yourself, a bear market is coming... it is just a matter of when. In the meantime, the Dow could easily hit 53,000 before this long-term bull market ends, and you cannot afford to miss out on the bull market of a lifetime. Learn how to implement these strategies and sleep like a baby in any market.

    published: 21 Jul 2015
  • What is Tactical Asset Allocation? Type of Asset Allocation - Part 2 | Asset Allocation Explained

    Asset allocation is a strategy that involves building a portfolio around asset classes. You include certain percentages of stocks, bonds, cash, real estate, and other investments, depending on the goals for your portfolio. You don’t have to maintain static ratios of asset classes in your portfolio, though. Basically, Tactical Asset Allocation (TAA) is a strategy that involves active portfolio management. This isn’t about buying specific asset classes in specific quantities and then holding. Instead, you rebalance the percentages of assets held in different categories so that you can take advantage of current market conditions. For more details on it, please watch video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/YadnyaAcademy Facebook Group - htt...

    published: 02 Jan 2017
  • Should Your Portfolio Be 100% Tactical?

    Tactical investing aims to capitalize from anomalies in the stock market. But should your investments be 100% tactically geared? In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide examines explains the math of tactical strategies and what portion of your investment portfolio it should go. Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go to http://www.etfguide.com/portfolio-report-card

    published: 18 Sep 2014
  • Strategic vs Tactical Asset Allocation

    (www.abndigital.com) Our topic of the week focuses on Strategic vs Tactical Asset Allocation. It's an age old debate often with varying answers and we will be exploring some of these concepts. Our guest hosts this evening: Cobie Legrange, a fundamental Analyst from Acsis; Roland Rousseau, a Quantitative Analyst from ADEX; Andrew Rumbelow, Chief Investment Officer at Sanlam Multi Manager International.

    published: 14 Jun 2011
  • Tactical Investing & Money Management

    Investing & money management is about more than just investing in the right ideas!

    published: 18 May 2017
  • Tony Robbins Dispels Several Common Myths About Investing

    Tony Robbins draws on his research with industry leaders to help new investors become acquainted with the basics. Robbins tackles a few common myths such as "you have to already be rich to make money investing" and "my financial planner is always looking out for my best interest." Robbins is the author of Money: Master the Game (http://goo.gl/npBvNk). Read more at BigThink.com: http://goo.gl/Ha5qqs Follow Big Think here: YouTube: http://goo.gl/CPTsV5 Facebook: https://www.facebook.com/BigThinkdotcom Twitter: https://twitter.com/bigthink Transcript: So one of the things that I learned by working with all these investors was that there are some common steps that we all need to take whether you’ve got a thousand dollars, a hundred thousand dollars, a million dollars, ten million dollars. T...

    published: 26 Jan 2015
  • The Alchemy of Finance: Portfolio Construction Strategies

    First there were 60/40 portfolios, then tactical asset allocation, then risk parity. Now, more powerful, Big Data-driven analytics have put risk factor strategies in the spotlight. Many investors are on a quest for a higher level of portfolio diversification and efficiency, having lived through the financial meltdown and become finely attuned to the perils of correlation among seemingly unrelated asset classes. The expert investors on this panel will discuss the tools and methods they use to address risk and volatility across global markets and how they see each of them fitting into the larger picture. Are alternative investments bringing the benefits they expected? What are the roles of private equity and hedge funds in the evolving landscape? What's the best bet for capital preservation,...

    published: 01 May 2015
  • Tactical Investing

    Is it time to consider tactical investing? Tactical Investing can help with managing risk. Stong Holsten Wealth Group 2411 Heritage Trail Suite 5 Enid, OK 73703 580-234-1694 "Stong Holsten Wealth Group is an independent firm.. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

    published: 31 Jul 2014
  • What is GLOBAL TACTICAL ASSET ALLOCATION? What does GLOBAL TACTICAL ASSET ALLOCATION mean?

    What is GLOBAL TACTICAL ASSET ALLOCATION? What does GLOBAL TACTICAL ASSET ALLOCATION mean? GLOBAL TACTICAL ASSET ALLOCATION meaning - GLOBAL TACTICAL ASSET ALLOCATION definition - GLOBAL TACTICAL ASSET ALLOCATION explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Global Tactical Asset Allocation, or GTAA, is a top-down investment strategy that attempts to exploit short-term mis-pricings among a global set of assets. The strategy focuses on general movements in the market rather than on performance of individual securities. GTAA is believed to be derived from, and share some characteristics of, global macro hedge funds and tactical asset allocation (TAA). Global macro hedge funds, like GTAA, seek to profit from taking positi...

    published: 27 Apr 2017
  • A breakdown of multi-asset investing techniques: A new era for diversified investments - chapter 3

    The ins and outs of strategic and tactical asset allocation, combined with all-important volatility control devices

    published: 03 Apr 2017
  • Portfolio Allocation Model

    Take a tour of my Asset Allocation Model! That's right, in one spreadsheet I can analyze the allocation of a stock portfolio across not one, not two, but three different classifications: 1. Asset Classification - Cash, Stocks (four different classes), and Bonds, 2. Sector 3. Market Capitalization This spreadsheet makes excessive use of lookup functions and nested-if functions to seamlessly switch between different portfolios. I'd love to know what you think of my model. Please leave your constructive criticism below.

    published: 05 Oct 2015
  • What is Strategic Asset Allocation? | Type of Asset Allocation - Part 1

    Strategic asset allocation is a portfolio strategy that involves setting target allocations for various asset classes, then yearly rebalancing the portfolio to maintain these original allocations. Allocations can deviate due to differing returns from various assets. Balanced diversification can reduce risk and improve portfolio returns. Strategic asset allocation is an investment strategy focused on the needs of the investor rather than the constant tracking of the markets, and is thought to remove the influence of emotion from investment strategies. To know in detail about it, please watch the video Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/YadnyaAcademy Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya

    published: 21 Dec 2016
  • Episode 209 - Successful Investing IV: Tactical Asset Allocation

    Asset allocation is name for the process of deciding how much of your money you invest in what kinds of assets. There are two types of asset allocation and in this video, I explain the second of these: Tactical Asset Allocation

    published: 08 May 2012
  • Tactical Vs Strategic Asset Allocation

    Financial Advisor, John Lau, explains, in easy to understand language, the difference between tactical and strategic asset allocation. John Lau is a principal and the President of LFS Asset Management and LFS Tax Services, LLC. John is a Certified Financial Planner® and a CPA. John is a published author and his latest book is titled "Strategies for Successful Retirement Before, During and After". John has been a contributing author of financial and tax articles for the Peninsula edition of the San Francisco Examiner. He was named the "Green Beret of IRA" by IRA guru Ed Slott in his book "Parlay Your IRA Into a Family Fortune", and was named one of the "Ten Most Trustworthy Wealth Managers in Northern California" in Spirit Magazine (2006) Southwest Airlines. For more informati...

    published: 26 Mar 2014
  • Tactical Investment Retirement Planning - On the Money News

    Syndicated financial columnist and news anchor Steve Savant interviews John Dubot certified financial planner and economist. John is one of the leading proponents of tactical investing in the country and has been featured in Forbes and Fortune Magazine. Right on the Money is a weekly one-hour financial talk show for consumers (www.onthemoneynews.com) https://youtu.be/UsmzzePnkkk

    published: 15 Feb 2016
  • Investing in New York NY - Tactical Wealth Academy

    For investing in New York City, Tactical Wealth Academy has trained more "average investors" than any other training program in the world. We teach people on how to generate safe, solid, and stable investment income streams for independent wealth and financial freedom. http://www.TacticalWealthAcademy.com

    published: 14 Apr 2011
  • Tactical Agressive Investment Portfolio

    Some people have some money where the thought behind that money is "I really want to invest aggressively with this money. I want to take a lot of risk, maybe lose my money, but maybe make a lot in return." We believe that prudent portfolio management of an aggressive investment portfolio would be much more diversified than your aggressive investments likely are, would likely have much less risk, and would likely have the same or better expected returns. If you are like many investors, you are likely taking far more risk than your realize, while not positioning yourself for the appropriate returns. Invest smarter. Independent. Fee only. Fiduciary. We can be your financial advisor, your personal CFO. Better financial advice.

    published: 01 Jun 2015
  • Four Step Quantitative Investing Strategy

    http://twitter.com/hamzeianalytics - Excerpt from the Tactical Investing Basics webinar with Laif Meidell, President at American Wealth Management. Laif Meidell gives an example of how to develop your own quantitative approach in selecting and managing your investment portfolio. DATE: Recorded December 13, 2011. After Market Close Laif Meidell, American Wealth Management: http://www.financialhealth.com/ For more educational webinars: http://hamzeianalytics.com/educational_webinars.asp

    published: 13 Jan 2012
  • What is tactical asset allocation and why is it popular?

    As the title implies, Kitces and Nanigian describe tactical asset allocation, why it is different than strategic asset allocation, and why it is popular in today's investment environment.

    published: 05 Aug 2013
  • Tactical Investing Pt

    published: 06 Dec 2010
  • How tactical investors can play the U.S. market

    Analyst John Gabriel outlines some strategies to reposition your U.S. equity portfolio using ETFs.

    published: 11 May 2012
  • Investing Strategy: Why Quantitative Investing?

    http://twitter.com/hamzeianalytics - Excerpt from the Tactical Investing Basics webinar with Laif Meidell, President at American Wealth Management. A quantitative approach means a mathematical approach, removing human emotion, quantifies risk and implementation of risk management, and increase the statistical likelihood of repeatable outcomes by using a defined process. DATE: Recorded December 13, 2011. After Market Close Laif Meidell, American Wealth Management: http://www.financialhealth.com/ For more educational webinars: http://hamzeianalytics.com/educational_webinars.asp

    published: 13 Jan 2012
developed with YouTube
Tactical Asset Allocation

Tactical Asset Allocation

  • Order:
  • Duration: 9:42
  • Updated: 24 Dec 2014
  • views: 1991
videos
A comparison of Tactical Asset Allocation (Asset Rotation) to the traditional "strategic/passive" approach. Benefits: minimize losses while capturing gains of rising markets using tactical adjustments.
https://wn.com/Tactical_Asset_Allocation
What is TACTICAL ASSET ALLOCATION? What does TACTICAL ASSET LOCATION mean?

What is TACTICAL ASSET ALLOCATION? What does TACTICAL ASSET LOCATION mean?

  • Order:
  • Duration: 4:10
  • Updated: 18 Apr 2017
  • views: 116
videos
What is TACTICAL ASSET ALLOCATION? What does TACTICAL ASSET ALLOCATION mean? TACTICAL ASSET ALLOCATION meaning - TACTICAL ASSET ALLOCATION definition - TACTICAL ASSET ALLOCATION explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Tactical asset allocation (TAA) is a dynamic investment strategy that actively adjusts a portfolio's asset allocation. The goal of a TAA strategy is to improve the risk-adjusted returns of passive management investing. TAA strategies can be either discretionary or systematic. In discretionary tactical asset allocation strategies, an investor modifies his asset allocation according to the valuation of the markets in which they are invested. Thus, someone who invested heavily in stocks might reduce their position when they perceive that other securities, such as bonds, are poised to outperform stocks. Unlike stock picking, in which the investor predicts which individual stocks will perform well, tactical asset allocation involves only judgments of the future return of complete markets or sectors. As such, some practitioners perceive it as a natural supplement to mutual fund investing, including passive management investing. Systematic tactical asset allocation strategies use a quantitative investment model to systematically exploit inefficiencies or temporary imbalances in equilibrium values among different asset classes. They are often based on known financial market anomalies (inefficiencies) that are supported by academic and practitioner research. For example, many systematic TAA strategies use quantitative Trend Following or Relative Strength techniques to produce excess returns. These both aim to capitalize on momentum, a well-known market anomaly. The efficient-market hypothesis would imply that tactical asset allocation cannot increase risk-adjusted returns, since markets are already efficiently priced. If a tactical approach were found that could increase returns without an increase in risk, investors would flock to that inefficiency, and the advantage would go away. Many investors do not accept this hypothesis, however, and believe that inefficiencies in the market persist and can be exploited. Many factors determine the success of a TAA strategy. The investor needs to have the necessary knowledge, practical investment skills, dedication, and discipline to design and/or execute a successful tactical strategy. The specific market anomalies on which the strategy is based may change or disappear in the future. Other factors such as risk tolerance, market timing, portfolio size, investment expenses, etc. may also affect the portfolio performance. Investors who utilize the tactical asset allocation strategy generally want to hedge risk in a volatile market. However, Larry Swedroe of CBS MoneyWatch described the strategy as an attempt to time the market, and provides an excuse for managers to increase revenue from trading fees due to the frequent activity the strategy requires. In a study conducted by Morningstar, Inc., they examined the "net annualized return, standard deviation, Sharpe ratio, and maximum drawdown from July 31, 2010, to December 31, 2011," of 163 tactical funds. They concluded that only a small percentage of firms outperformed the Vanguard Balanced Index, the exceptions being PIMCO and GMO (Grantham, Mayo, Van Otterloo) Global Asset Allocation. Updated to June 2013, they found that 20 percent of funds beat the Vanguard Balanced Index Fund, and just four had a better Sharpe ratio.
https://wn.com/What_Is_Tactical_Asset_Allocation_What_Does_Tactical_Asset_Location_Mean
Tactical Investment Strategies for 2015 and 2016

Tactical Investment Strategies for 2015 and 2016

  • Order:
  • Duration: 54:31
  • Updated: 21 Jul 2015
  • views: 4454
videos
Your cash is making you nothing, but the fear of a Dow 7000 is impossible to ignore. I will show you two amazing strategies for capitalizing on bull markets while at the same time, have you salivating for the next bear market. Don't kid yourself, a bear market is coming... it is just a matter of when. In the meantime, the Dow could easily hit 53,000 before this long-term bull market ends, and you cannot afford to miss out on the bull market of a lifetime. Learn how to implement these strategies and sleep like a baby in any market.
https://wn.com/Tactical_Investment_Strategies_For_2015_And_2016
What is Tactical Asset Allocation? Type of Asset Allocation - Part 2 | Asset Allocation Explained

What is Tactical Asset Allocation? Type of Asset Allocation - Part 2 | Asset Allocation Explained

  • Order:
  • Duration: 5:31
  • Updated: 02 Jan 2017
  • views: 1851
videos
Asset allocation is a strategy that involves building a portfolio around asset classes. You include certain percentages of stocks, bonds, cash, real estate, and other investments, depending on the goals for your portfolio. You don’t have to maintain static ratios of asset classes in your portfolio, though. Basically, Tactical Asset Allocation (TAA) is a strategy that involves active portfolio management. This isn’t about buying specific asset classes in specific quantities and then holding. Instead, you rebalance the percentages of assets held in different categories so that you can take advantage of current market conditions. For more details on it, please watch video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/YadnyaAcademy Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
https://wn.com/What_Is_Tactical_Asset_Allocation_Type_Of_Asset_Allocation_Part_2_|_Asset_Allocation_Explained
Should Your Portfolio Be 100% Tactical?

Should Your Portfolio Be 100% Tactical?

  • Order:
  • Duration: 3:18
  • Updated: 18 Sep 2014
  • views: 351
videos
Tactical investing aims to capitalize from anomalies in the stock market. But should your investments be 100% tactically geared? In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide examines explains the math of tactical strategies and what portion of your investment portfolio it should go. Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go to http://www.etfguide.com/portfolio-report-card
https://wn.com/Should_Your_Portfolio_Be_100_Tactical
Strategic vs Tactical Asset Allocation

Strategic vs Tactical Asset Allocation

  • Order:
  • Duration: 16:48
  • Updated: 14 Jun 2011
  • views: 5085
videos
(www.abndigital.com) Our topic of the week focuses on Strategic vs Tactical Asset Allocation. It's an age old debate often with varying answers and we will be exploring some of these concepts. Our guest hosts this evening: Cobie Legrange, a fundamental Analyst from Acsis; Roland Rousseau, a Quantitative Analyst from ADEX; Andrew Rumbelow, Chief Investment Officer at Sanlam Multi Manager International.
https://wn.com/Strategic_Vs_Tactical_Asset_Allocation
Tactical Investing & Money Management

Tactical Investing & Money Management

  • Order:
  • Duration: 6:25
  • Updated: 18 May 2017
  • views: 103
videos
Investing & money management is about more than just investing in the right ideas!
https://wn.com/Tactical_Investing_Money_Management
Tony Robbins Dispels Several Common Myths About Investing

Tony Robbins Dispels Several Common Myths About Investing

  • Order:
  • Duration: 8:16
  • Updated: 26 Jan 2015
  • views: 53089
videos
Tony Robbins draws on his research with industry leaders to help new investors become acquainted with the basics. Robbins tackles a few common myths such as "you have to already be rich to make money investing" and "my financial planner is always looking out for my best interest." Robbins is the author of Money: Master the Game (http://goo.gl/npBvNk). Read more at BigThink.com: http://goo.gl/Ha5qqs Follow Big Think here: YouTube: http://goo.gl/CPTsV5 Facebook: https://www.facebook.com/BigThinkdotcom Twitter: https://twitter.com/bigthink Transcript: So one of the things that I learned by working with all these investors was that there are some common steps that we all need to take whether you’ve got a thousand dollars, a hundred thousand dollars, a million dollars, ten million dollars. The idea that most people make, the biggest mistake first most people make is they think they need a lot of money to make a lot of money. And the truth of the matter is the greatest investors started with very little. What they really learned to do is to use the power of what basically when I asked Warren Buffet I said what’s been your secret to wealth. He said three things. He said number one was being born in America. Number two is good genes so I’ve lived a long time. And Number three was compound interest. He said that’s it. And most people don’t understand you can tap that power. If you look at people that make a lot of money and you think that’s what’s going to make them rich you can go look back at like Kim Basinger who, you know, won the Academy Award and she was the highest paid actress of her day. Made ten million dollars a picture and turned around and bought a 20 million dollar town and went bankrupt. You know Mike Tyson. Mike Tyson made a half a billion dollars and went bankrupt. Kurt Schilling of the Boston Red Sox, you know, a major leaguer, you know, MVP, amazing guy. Made a hundred million dollars, went bankrupt. So it’s not what you earn. It’s taking a small amount of money and consistently investing it is what really matters. There’s a gentleman named Theodore Johnson who was a UPS driver. He never made more than $14,000 in his lifetime and in his old age he’s worth 70 million dollars. How did he do it? He pretended there was a 20 percent tax on his income. He said I don’t have any money to save but if there was a tax I’d have to pay it. He automated taking 20 percent of his money putting it straight into an investment account. Made him worth 70 million dollars. That’s all he did. Never made more than 14 grand. So you don’t want to make that first mistake. You want to become an owner, not a consumer. You don’t want to just have an iPhone. You want to own Apple, right. More importantly you want to own across the market as a whole and become an owner of American business.
https://wn.com/Tony_Robbins_Dispels_Several_Common_Myths_About_Investing
The Alchemy of Finance: Portfolio Construction Strategies

The Alchemy of Finance: Portfolio Construction Strategies

  • Order:
  • Duration: 1:01:33
  • Updated: 01 May 2015
  • views: 3474
videos
First there were 60/40 portfolios, then tactical asset allocation, then risk parity. Now, more powerful, Big Data-driven analytics have put risk factor strategies in the spotlight. Many investors are on a quest for a higher level of portfolio diversification and efficiency, having lived through the financial meltdown and become finely attuned to the perils of correlation among seemingly unrelated asset classes. The expert investors on this panel will discuss the tools and methods they use to address risk and volatility across global markets and how they see each of them fitting into the larger picture. Are alternative investments bringing the benefits they expected? What are the roles of private equity and hedge funds in the evolving landscape? What's the best bet for capital preservation, consistency and outperformance in 2015 and beyond?
https://wn.com/The_Alchemy_Of_Finance_Portfolio_Construction_Strategies
Tactical Investing

Tactical Investing

  • Order:
  • Duration: 0:26
  • Updated: 31 Jul 2014
  • views: 62
videos
Is it time to consider tactical investing? Tactical Investing can help with managing risk. Stong Holsten Wealth Group 2411 Heritage Trail Suite 5 Enid, OK 73703 580-234-1694 "Stong Holsten Wealth Group is an independent firm.. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
https://wn.com/Tactical_Investing
What is GLOBAL TACTICAL ASSET ALLOCATION? What does GLOBAL TACTICAL ASSET ALLOCATION mean?

What is GLOBAL TACTICAL ASSET ALLOCATION? What does GLOBAL TACTICAL ASSET ALLOCATION mean?

  • Order:
  • Duration: 4:56
  • Updated: 27 Apr 2017
  • views: 52
videos
What is GLOBAL TACTICAL ASSET ALLOCATION? What does GLOBAL TACTICAL ASSET ALLOCATION mean? GLOBAL TACTICAL ASSET ALLOCATION meaning - GLOBAL TACTICAL ASSET ALLOCATION definition - GLOBAL TACTICAL ASSET ALLOCATION explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Global Tactical Asset Allocation, or GTAA, is a top-down investment strategy that attempts to exploit short-term mis-pricings among a global set of assets. The strategy focuses on general movements in the market rather than on performance of individual securities. GTAA is believed to be derived from, and share some characteristics of, global macro hedge funds and tactical asset allocation (TAA). Global macro hedge funds, like GTAA, seek to profit from taking positions in major world equity, bond or currency markets. However, the two differ in the fact that global macro has been characterized by large, undiversified bets, while modern GTAA strategies are generally well-diversified and operate with risk controls. TAA decisions undertaken by managers of multi-asset funds, like GTAA decisions, are intended to enhance investment outcomes by overweighting and underweighting asset classes based on their expected performance over relatively short time periods (usually 3 to 6 months). While TAA, within multi-asset funds, is restricted to the asset classes contained in the fund's strategic asset allocation, GTAA strategies enjoys the privilege of accessing a broader opportunity set. The modern global tactical asset allocation program is composed of two separate strategies: strategic rebalancing and overlay. The strategic rebalancing element of GTAA program is designed to remove any unintentional asset allocation risk which can be caused by various factors, including: drift risk, which occurs when the value of underlying portfolio holdings moves away from the strategic benchmark due to differences in asset class returns, due to changes in asset valuation, cash holdings, currency deviations from stock selection, unintentional country deviations within underlying stock/bond portfolios, manager of benchmark transitions, and contributions to and redemptions from the portfolio. The overlay element of GTAA program is designed to capture excess return through intentional, opportunistic, long and short positions in asset classes and countries. The GTAA strategy can be viewed as making two major types of decisions: The first type is asset class timing, including stocks vs. bonds vs. cash, small-cap vs. large-cap stocks, value vs. growth stocks, emerging vs. developed stocks and bonds, etc. This kind of decision making is often referred to as TAA. The second type of decision is known as country or sector decisions within asset classes, including country selection in developed and emerging equity, as well as fixed income and currency markets. These are the global relative-value decisions which give meaning to the "G" in GTAA and distinguish the strategy from traditional market timing. It is widely known that many institutional investment portfolios remain dominated by equity and interest rate risk, and that these allocations tend to remain motionless regardless of market conditions. Therefore, there is reason to establish a portfolio of alternative alpha sources, and GTAA represents just that, for myriad reasons: the performance differentials between asset classes are frequently substantial, the derivative instruments used in GTAA are, for the most part, highly liquid and transaction costs are low. The volume of assets managed with a focus on relative performance of asset classes is low compared to that focused on finding opportunities within asset classes, and a number of managers with very impressive teams, processes and track records can be identified. Furthermore, the analysis and decision making involved in GTAA is focused on cross-market comparisons which proves to differ from the comparison of securities within given markets. Accordingly, GTAA should be a good diversifier, particularly within an alpha portfolio. GTAA strategies provide investors with a series of exposures that may not otherwise be prevalent in their portfolios. Managing these exposures provides an opportunity for the generation of returns that share low correlations with other sources of active return, and they can also be expected to lead to more reliable added value.
https://wn.com/What_Is_Global_Tactical_Asset_Allocation_What_Does_Global_Tactical_Asset_Allocation_Mean
A breakdown of multi-asset investing techniques: A new era for diversified investments - chapter 3

A breakdown of multi-asset investing techniques: A new era for diversified investments - chapter 3

  • Order:
  • Duration: 5:42
  • Updated: 03 Apr 2017
  • views: 4174
videos
The ins and outs of strategic and tactical asset allocation, combined with all-important volatility control devices
https://wn.com/A_Breakdown_Of_Multi_Asset_Investing_Techniques_A_New_Era_For_Diversified_Investments_Chapter_3
Portfolio Allocation Model

Portfolio Allocation Model

  • Order:
  • Duration: 14:08
  • Updated: 05 Oct 2015
  • views: 1678
videos
Take a tour of my Asset Allocation Model! That's right, in one spreadsheet I can analyze the allocation of a stock portfolio across not one, not two, but three different classifications: 1. Asset Classification - Cash, Stocks (four different classes), and Bonds, 2. Sector 3. Market Capitalization This spreadsheet makes excessive use of lookup functions and nested-if functions to seamlessly switch between different portfolios. I'd love to know what you think of my model. Please leave your constructive criticism below.
https://wn.com/Portfolio_Allocation_Model
What is Strategic Asset Allocation? | Type of Asset Allocation - Part 1

What is Strategic Asset Allocation? | Type of Asset Allocation - Part 1

  • Order:
  • Duration: 4:56
  • Updated: 21 Dec 2016
  • views: 2929
videos
Strategic asset allocation is a portfolio strategy that involves setting target allocations for various asset classes, then yearly rebalancing the portfolio to maintain these original allocations. Allocations can deviate due to differing returns from various assets. Balanced diversification can reduce risk and improve portfolio returns. Strategic asset allocation is an investment strategy focused on the needs of the investor rather than the constant tracking of the markets, and is thought to remove the influence of emotion from investment strategies. To know in detail about it, please watch the video Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/YadnyaAcademy Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
https://wn.com/What_Is_Strategic_Asset_Allocation_|_Type_Of_Asset_Allocation_Part_1
Episode 209 - Successful Investing IV: Tactical Asset Allocation

Episode 209 - Successful Investing IV: Tactical Asset Allocation

  • Order:
  • Duration: 5:32
  • Updated: 08 May 2012
  • views: 302
videos
Asset allocation is name for the process of deciding how much of your money you invest in what kinds of assets. There are two types of asset allocation and in this video, I explain the second of these: Tactical Asset Allocation
https://wn.com/Episode_209_Successful_Investing_Iv_Tactical_Asset_Allocation
Tactical Vs Strategic Asset Allocation

Tactical Vs Strategic Asset Allocation

  • Order:
  • Duration: 1:54
  • Updated: 26 Mar 2014
  • views: 742
videos
Financial Advisor, John Lau, explains, in easy to understand language, the difference between tactical and strategic asset allocation. John Lau is a principal and the President of LFS Asset Management and LFS Tax Services, LLC. John is a Certified Financial Planner® and a CPA. John is a published author and his latest book is titled "Strategies for Successful Retirement Before, During and After". John has been a contributing author of financial and tax articles for the Peninsula edition of the San Francisco Examiner. He was named the "Green Beret of IRA" by IRA guru Ed Slott in his book "Parlay Your IRA Into a Family Fortune", and was named one of the "Ten Most Trustworthy Wealth Managers in Northern California" in Spirit Magazine (2006) Southwest Airlines. For more information go to: http://www.lfsfinance.com/
https://wn.com/Tactical_Vs_Strategic_Asset_Allocation
Tactical Investment Retirement Planning - On the Money News

Tactical Investment Retirement Planning - On the Money News

  • Order:
  • Duration: 5:08
  • Updated: 15 Feb 2016
  • views: 668
videos
Syndicated financial columnist and news anchor Steve Savant interviews John Dubot certified financial planner and economist. John is one of the leading proponents of tactical investing in the country and has been featured in Forbes and Fortune Magazine. Right on the Money is a weekly one-hour financial talk show for consumers (www.onthemoneynews.com) https://youtu.be/UsmzzePnkkk
https://wn.com/Tactical_Investment_Retirement_Planning_On_The_Money_News
Investing in New York NY - Tactical Wealth Academy

Investing in New York NY - Tactical Wealth Academy

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  • Duration: 0:31
  • Updated: 14 Apr 2011
  • views: 25
videos
For investing in New York City, Tactical Wealth Academy has trained more "average investors" than any other training program in the world. We teach people on how to generate safe, solid, and stable investment income streams for independent wealth and financial freedom. http://www.TacticalWealthAcademy.com
https://wn.com/Investing_In_New_York_NY_Tactical_Wealth_Academy
Tactical Agressive Investment Portfolio

Tactical Agressive Investment Portfolio

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  • Duration: 1:56
  • Updated: 01 Jun 2015
  • views: 143
videos
Some people have some money where the thought behind that money is "I really want to invest aggressively with this money. I want to take a lot of risk, maybe lose my money, but maybe make a lot in return." We believe that prudent portfolio management of an aggressive investment portfolio would be much more diversified than your aggressive investments likely are, would likely have much less risk, and would likely have the same or better expected returns. If you are like many investors, you are likely taking far more risk than your realize, while not positioning yourself for the appropriate returns. Invest smarter. Independent. Fee only. Fiduciary. We can be your financial advisor, your personal CFO. Better financial advice.
https://wn.com/Tactical_Agressive_Investment_Portfolio
Four Step Quantitative Investing Strategy

Four Step Quantitative Investing Strategy

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  • Duration: 5:51
  • Updated: 13 Jan 2012
  • views: 1922
videos
http://twitter.com/hamzeianalytics - Excerpt from the Tactical Investing Basics webinar with Laif Meidell, President at American Wealth Management. Laif Meidell gives an example of how to develop your own quantitative approach in selecting and managing your investment portfolio. DATE: Recorded December 13, 2011. After Market Close Laif Meidell, American Wealth Management: http://www.financialhealth.com/ For more educational webinars: http://hamzeianalytics.com/educational_webinars.asp
https://wn.com/Four_Step_Quantitative_Investing_Strategy
What is tactical asset allocation and why is it popular?

What is tactical asset allocation and why is it popular?

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  • Duration: 20:06
  • Updated: 05 Aug 2013
  • views: 1893
videos
As the title implies, Kitces and Nanigian describe tactical asset allocation, why it is different than strategic asset allocation, and why it is popular in today's investment environment.
https://wn.com/What_Is_Tactical_Asset_Allocation_And_Why_Is_It_Popular
Tactical Investing Pt

Tactical Investing Pt

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  • Duration: 7:45
  • Updated: 06 Dec 2010
  • views: 23
videos
https://wn.com/Tactical_Investing_Pt
How tactical investors can play the U.S. market

How tactical investors can play the U.S. market

  • Order:
  • Duration: 3:08
  • Updated: 11 May 2012
  • views: 17
videos
Analyst John Gabriel outlines some strategies to reposition your U.S. equity portfolio using ETFs.
https://wn.com/How_Tactical_Investors_Can_Play_The_U.S._Market
Investing Strategy: Why Quantitative Investing?

Investing Strategy: Why Quantitative Investing?

  • Order:
  • Duration: 3:18
  • Updated: 13 Jan 2012
  • views: 588
videos
http://twitter.com/hamzeianalytics - Excerpt from the Tactical Investing Basics webinar with Laif Meidell, President at American Wealth Management. A quantitative approach means a mathematical approach, removing human emotion, quantifies risk and implementation of risk management, and increase the statistical likelihood of repeatable outcomes by using a defined process. DATE: Recorded December 13, 2011. After Market Close Laif Meidell, American Wealth Management: http://www.financialhealth.com/ For more educational webinars: http://hamzeianalytics.com/educational_webinars.asp
https://wn.com/Investing_Strategy_Why_Quantitative_Investing
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