My Allocatesmartly Tactical Asset Allocation: 2025 > 2026
Five years testing TAA models revealed the math isn't complex—discipline is. Learn how momentum scoring, regime detection, and tranching work with Optimum 3, All Weather Quad, and GTAA-3.
Topic
finance
A collection of 3 issues
My Journey with Tactical Asset Allocation
Many people who know me know I am passionate about how money works. It's the oldest concept on the planet and one of the most complex man-made mechanisms. Many think of money simply: a transaction to buy or sell something, save and invest, or get paid for work.
An Investing Story: My “Aha Moment”
Originally published in Sept2022
I began my investment journey three decades ago at 27y.o. in 1996. I was in significant debt then; my net worth was negative $100k. Over the years, I tried various traditional investment approaches, but none worked in the long run. The 60/40, 70/30,