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.

 

2 Comments

  1. We have been married for 6 years now and we have yet to do anything to save for our future. We are very nieve about finances, and do not want to be taken. We are born again Christians, and we need some help. We have very little when it comes to assets, so you most likely will not be making a killing with that 1% but we realize we need to start somewhere with someone we can trust. We live in the Naples Florida area 34110. Can you direct us to someone locally who may be able to help us? My wife has a 403B with a small amount in it, just under $2000.00, she is still working. We are in our late 50’s age-wise. I hope to return to work after being laid off for sometime now either full or part-time.

    Thank you;

    JT

    • I live in Hendersonville, TN, so I’m sorry that I cannot refer you to a local advisor there in Florida. Best Regards, Dale

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