The Active Asset Allocator

The Active Asset Allocator is designed to help investors participate in broad stock market trends, profiting during medium-term rallies but protecting capital during sustained market declines. During bull market cycles in stocks, the Active Asset Allocator holds a mix of approximately 60% global equities, 20% government bonds and 20% gold. During bear market cycles, the Active Asset Allocator shifts to a more defensive position. The allocation to gold is also actively managed over time. Asset mix changes are determined by signals generated by the Technical Trend Index, a proprietary research tool developed at Secure Investments.

 
 

Active Asset Allocator Performance

The Active Asset Allocator was established in 2008 and designed to deliver a better overall investment solution for our clients. Since inception, the Active Asset Allocator has delivered a return of +10% per annum for investors since inception with a lower level of risk than the average multi-asset fund.

 
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Active Asset Allocator Switches (2008-2017)

6 July 2018: BUY:  5% allocation to gold miners ETF.

Asset mix switches to 0% global equities (ex-miners) / 5% gold miners / 20% EU govt. bonds / 5% EU aggregate bonds / 5% EU inflation bonds / 5% UK index linked gilts / 5% US inflation bonds / 30% precious metals / 25% cash.

2 March 2018: SELL:  Lowering equity allocation from 20% to 0% and moving to fully defensive position.

Asset mix switches to 0% global equities / 20% EU govt. bonds / 5% EU aggregate bonds / 5% EU inflation bonds / 5% UK index linked gilts / 5% US inflation bonds / 30% precious metals / 30% cash.

12 August 2016: BUY: 5% allocation to UK index-linked gilts and 5% allocation to US inflation linked bonds.

Asset mix switches to 20% global equities, 20% 5+ year EU govt. bonds, 5% EU aggregate bonds, 5% EU inflation bonds, 5% UK index linked gilts, 5% US inflation bonds, 30% precious metals, 10% cash.

4 Dec. 2014: SWITCH: Asset mix switches to 20% global equities, 20% 5+ year EU govt. bonds, 5% EU aggregate bonds, 5% EU inflation bonds, 30% gold, 20% cash.

19 Sept. 2014: SWITCH: Asset mix switches to 20% global equities, 30% 5+ year EU government bonds, 30% cash, 20% gold.

21 June 2013: SELL:  Asset mix switches to 20% global equities, 50% bonds, 20% gold, 10% cash

30 May 2013: SELL: Asset mix switches to 50% global equities, 30% bonds, 20% gold

23 Nov. 2012: BUY: Asset mix switches to 60% global equities, 20% bonds, 20% gold

18 May 2012: SELL: Asset mix switches to 20% global equities, 60% bonds, 20% gold

16 Sept. 2011: BUY: Asset mix switches to 60% global equities, 20% bonds, 20% gold

29 July 2011: SELL: Asset mix switches to 20% global equities, 60% bonds, 20% gold

16 July 2010: BUY: Asset mix switches to 60% global equities, 20% bonds, 20% gold

2 July 2010: SELL: Asset mix switches to 20% global equities, 60% bonds, 20% gold

9 April 2009: BUY: Asset mix switches to 60% global equities, 20% bonds, 20% gold

26 June 2008: SELL: Asset mix switches to 20% global equities, 60% bonds, 20% gold


Note: asset allocation decisions taken over time are for information purposes only and should not be deemed to constitute investment advice. All visitors to this website should not act on investment decisions discussed on this website without prior consultation with a licensed professional who is qualified to evaluate each person's individual facts and circumstances. If any reader makes decisions based solely on the information on this website without prior consultation with a qualified, licensed professional, the reader does so at his or her own risk and agrees that Secure Investments shall have no liability resulting from such action or decisions by the reader.