How Well Do Tactical Asset Allocations In Rising Interest Rates
Tactical Asset Allocation seeks to maximise returns while minimising losses. Most strategies are designed to…
Momentum is based on the Newtonian notion that a body in motion tends to stay in motion. Momentum Investing means persistence in performance. Stocks with low returns over the past year tend to have low returns for the next few months, and stocks with high past returns tend to have high future returns.
But Momentum Investing is more than that. Momentum Investing is a systematic, rule-based approach for entering and exiting markets based on specific and proven criteria.
Tactical Asset Allocation strategies adjust the portfolio's allocation dynamically among diversified asset classes based on relative strength or momentum.
Tactical Asset Allocation is not just about generating returns. It's also about reducing losses and managing risk.
Tactical Asset Allocation strategies trade infrequently, usually once per month or less. By design, tactical asset allocation avoids market noise and captures lasting positive trends while staying out of negative trends.
Tactical Asset Allocation strategies focus on asset class indexes, not specific stocks. Exchange-traded index funds are highly liquid and inexpensive to buy, hold and sell
and therefore an easy way to manage allocations.
We analyse market behaviours and don’t try to anticipate trends or opportunities. We develop strategies and portfolios to protect the entrusted assets and create optimal allocations to increase them over the long term by taking controlled risks.
Holding four out of eight asset classes using a hybrid of dual momentum with a canary asset.
Holding three out of six asset classes showing the strongest momentum.
Using dual momentum to select one out of two asset classes from four modules (equity, credit, real estate and stress).
Holding two out of four developed markets with the strongest momentum.
Relative strength is used to rotate among asset classes using value and size factors.
Relative strength is used to rotate among sectors.
Old-school buy-and-hold portfolio diversification where asset allocation is greater than the sum of its parts.
A new take on the old classic "Sell in May and go away" applied to holding defensive sectors during the lull mid-year months while holding offensive sectors during the months in which equity markets tend to outperform.
More Resistant To Market Stress
Balanced for Risks and Opportunities
Exposure To Market Opportunities
The past years have been eventful with a pandemic, rising interest rates and inflation, wars, geopolitical tensions, collapsing governments, and a looming AI revolution. How do you defend the profitability of your portfolio in times like these? Discover a world of crisis-tested momentum investing strategies as a source of wealth creation and income.
Take the First Step: Book Your Free Consultation. We will present our services in detail to you and discuss your circumstances and intentions.
We are using a low commission broker with sophisticated technology and global access.
Once your account is funded, we create your portfolio and run our allocation and rebalancing system.
Focus your time and energy on the things in life that truly matter.
fundalytix is not a trading platform or robo-advisor. fundalytix is somewhere in the middle in the best way possible. fundalytix is a small investment boutique with automated investing with a high level of customisation for its clients. Once we build your portfolio, our platform does the rest. This approach keeps costs down which results in higher growth and net returns.
At fundalytix, we understand how important it is for you to know that your family and your financial assets are secure. We also know how important careful and comprehensive planning is to help you achieve these goals. So whether you want to give a mandate to manage your finances or are interested in developing a tailored portfolio, we offer solutions for your specific situation.
We help high-net-worth clients and family offices achieve their goals and we would be happy to do the same for you.
Via Cantonale 6928 Lugano-Manno
hello@fundalytix.ch
Phone : +41 79 123 57 84
Monday - Friday 09am - 05pm
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