Tactical Asset Allocation

Some of the tactical asset allocation strategies discussed on this site are summarized below. The returns displayed are nominal returns (not adjusted for inflation). Fees are shown (commission % based on $10/trade and a $100,000 portfolio); capital gains taxes depend on your tax bracket. See here for more information on taxes and fees.

Significantly different results can be achieved by changing the rebalance frequency, the numbers of stocks held, etc. To implement or refine these strategies or one of your own, click here.