Asset Allocation Strategies

The key to investing success is to avoid MAJOR losses

Major losses can be catastrophic because the gain required to make-up the loss can grow exponentially.

The reality is 38% of stock market cycles are bears (losses)

Unfortunately the standard asset allocation approach used across the financial services industry, is not designed to protect against major losses and bear markets. The flaws with the most widely used approach to investing.

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ASSET ALLOCATION APPROACH
Avoiding major losses creates opportunities to invest at lower prices and develop greater asset growth over time.

VALUE STRATEGY

Asset Classes: Stocks, Bonds, Cash Equivalents

1964 – 2021

MOMENTUM STRATEGY

Asset Classes: Stocks, Bonds, Commodities, Currencies, Volatility, Cash Equivalents

2007 – Present

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STRATEGY GUIDE & MONTHLY UPDATES

$8.99

32 pages
+
Monthly Strategy Updates

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Introduction

We know asset allocation theory, and reality is much different in a market meltdown.

This book highlights the most critical research tied to investing in up and down market cycles, asset allocation, and investment management over the last 50 years.

We start with a critical look at diversification and asset allocation; we provide an in-depth analysis of investing in stocks, we then provide details on two active asset allocation approaches, make a case for index funds, and then introduce you to a management tool which we’ll use to manage the asset alocation strategy going forward.

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To learn more about the return advantages of Value and Momentum, read

Disclaimer

No representation is being made that the use of this strategy or any system or asset allocation methodology will generate profits. Past performance is not necessarily indicative of future results. There is substantial risk of loss associated with investing.

HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.