- published: 02 Jan 2017
- views: 2415
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...
(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.
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...
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
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.
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
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...
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,...
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.
True tactical management is only implemented by a few firms nation wide. Many claim to be able to do but only a few actually know how. Ace Capital truly has an active tactical strategy to help protect investors assets in down markets and participate fully in up markets.
Deep learning and AI need not be used for a sliver of the portfolio dedicated to alternative strategies. In this webinar, we will show how to use Deep Learning in global tactical asset allocation and show how this compares to a traditional institutional investing benchmark and qplum's US investor index. We believe Deep Learning's biggest contribution to asset management will come from using it in the core tactical asset allocation part and not in directly predicting returns. Sponsored by qplum
Exploring the concept of blending in tactical and how you do that in such a way that you set your portfolio up to have proper expectations. When you think about tactical, there are three main questions that you want to keep in mind: 1.) Do you even want tactical? 2.) If so, how much tactical should you have? 3.) How do you implement tactical? Cedar Capital's CIO, Neil Peplinski takes a closer look at tactical investing in the video above.
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.
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
Cedar Capital’s CIO, Neil Peplinski takes a look at the potential benefits of adding tactical strategies to a portfolio by providing examples of the flexibility that tactical strategies may offer during unfavorable market environments. Click on the video above to learn more! For additional resources on this topic, download whitepaper: Blending Strategic and Tactical - Science and Art: http://bit.ly/WPTACSTRBLEND
With over 20 years of tactical management experience, Niemann Capital Management's primary focus is to avoid significant loss of principal in all market environments. Don Niemann, Niemann Capital Management's Chief Investment Officer, discusses the investment team's daily analysis of market and sector data used to identify the areas of the market favored for investment on a risk-adjusted basis. DISCLOSURE Niemann Capital Management's YouTube channel is open to the public and people "following" it may include employees, family members and clients. By "following" the page, no person is explicitly or implicitly endorsing or recommending Niemann Capital Management nor any of its employees, products or services. It is not known whether the individuals listed approve or disapprove of Niemann ...
To see links or read the transcript of the episode, visit us at: http://mebfaber.com/2017/12/13/episode-86-quantitative-approach-tactical-asset-allocation/ Episode 86 is a solo-Meb show. It’s been 10 years since Meb wrote “A Quantitative Approach to Tactical Asset Allocation” which is the top-downloaded paper of all time on SSRN. In the coming weeks, we’re going to publish a retrospective on that paper in the Journal of Portfolio Management. So Meb thought this episode would be a good opportunity to revisit the original paper and perform his 10-year post mortem. Here’s the abstract of the new paper, and the backbone for what you’ll hear in this episode: “In this article, the author revisits his seminal paper on tactical asset allocation published over 10 years ago. How well did the m...
Cedar Capital’s research has shown, that at least historically, tactical tends to provide a higher return with a lower volatility. However when incorporating tactical within a portfolio, we introduce a new risk which we refer to as statement risk.* In the video above, Cedar Capital’s CIO, Neil Peplinski defines statement risk and examines how to properly blend tactical into a portfolio. For additional resources on this topic, download the whitepaper: Blending Strategic and Tactical - Science and Art: http://bit.ly/WPTACSTRBLEND *statement risk is a period when an investment strategy underperforms its benchmark.
Cedar Capital’s CIO, Neil Peplinski illustrates how to implement tactical into a portfolio by choosing multiple tactical strategies since they have a tendency to have a low correlation to each other and to their strategic counterpart. Click on the video above to learn more! For additional resources on this topic, download whitepaper: Blending Strategic and Tactical - Science and Art: http://bit.ly/WPTACSTRBLEND
Investing & money management is about more than just investing in the right ideas!