Everything below is sourced from what AllocateSmartly actually discloses about each model's mechanics — not from guesswork, reverse-engineering, or Todd Tresidder's marketing. Two of my three models are black boxes(i.e. FinancialMentor/Todd Tressider does not disclose them), and I accept that. AllocateSmartly knows the

As I have written about before, I’ve been using AllocateSmartly since 2020 to manage a tactical asset allocation (TAA) portfolio built around momentum and trend-based models. Allocatesmartly was introduced to me by Todd Tressider and his coaching platform https://financialmentor.com. TAA is an unemotional system that rotates

I’ve been exploring the concept of a safe withdrawal rate (SWR), particularly after listening to a recent Financial Mentor community call where it was discussed. It’s something I’ve seen on AllocateSmartly, and there’s no shortage of blogs and forums talking about it — some helpful, some a