Excellent returns with minimal volatility. This strategy employs a tactical asset allocation framework optimizing a global asset pool of international equities and bonds. Consistent positive returns with a low-risk profile.
Like many robo-advisors, this strategy uses just two ETFs representing equities and bonds. However, unlike robo-advisors, this strategy dynamically weights the component ETFs according to market conditions, generating superior risk-adjusted returns.
Portfolios are constructed using cutting-edge financial technology, tactically adapting to market conditions, emotion-free.
Our low-maintenance strategies rebalance once a month and take just a few minutes to copy in your own account. No complex charts, technical indicators or day trading.
All our algorithms have the same prime directive: control risk. Portfolios consist only of highly liquid ETFs. No stocks, no futures, no forex. Period.
October – December 2017 Tactical I: 2.9% Robo I: 5.0%
Commodity ETFs are dangerous. They don’t make the cut in any of our algorithms. This week, the Financial Times outlined ($) one of the many issues with products like USO, UNG, and CORN. Investors have learnt the hard way that many commodity ETFs do not work if held over long periods. The worldwide commodities glut […]
July – September 2017 Tactical I: 3.8% Robo I: 2.0%
April – June 2017 Tactical I: 3.9% Robo I: 3.4%
January – March 2017 Tactical I: 2.7% Robo I: 5.2%
October – December 2016 Tactical I: 0.6% Robo I: 3.2%
November’s post-election rally caught the average trader on the wrong foot. Not only did they miss the rally, but on average, they lost money. The Individual Investor Index has fallen about 2% since the US election, while SPY is up over 5%. Frustration reigns.
WealthQuant’s Trading Strategies have been trading live since 2014. Every quarter going forward, performance results will be posted on the blog. July – September 2016 Tactical I: 2.3% Robo I: 2.0%
Biotech ETF XBI (and IBB) recently began showing relative strength versus the broad US market. It now has one of the strongest 6-month charts of any industry group. On the other hand, our global algorithm picked out a stinker – the Philippines ETF (EPHE). After a great start to 2016, it has done […]
The Coffee ETF JO is showing constructive price structure. This 1 year daily chart shows excellent basing characteristics. This commodity has had its challenges, trading down to 50% of its 2014 high. If you are confused about the current U.S. market and are looking for an uncorrelated asset, coffee may be one to keep an […]