Our Dynamic Asset Allocation Methodology

Our Dynamic Asset Allocation Methodology

How does it work?

In one way or another, almost every person asks this question at some point in our conversation, when they see the chart of how well the asset allocation theoretical backtests have performed versus the individual components of the portfolio models (such as the S&P500). In current investment jargon, you could call it a modified risk parity approach. I’ve described it lots of ways, but you can see it for yourself by clicking to the ¬†charts of the Portfolio Wisdom Backtest¬†from 2004-2014.



Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>