I run an active asset allocation strategy for clients where I aim to invest with the primary trend of the market. When the stock market is trending higher, I want to capture that growth and want to be invested 60% in global equities, 20% in bonds and 20% in precious metals and cash. When the market is trending lower, my plan changes, as it should. During a bear market, my goal is to sidestep the trouble and be defensively positioned, 0-20% in equities, 40-60% in bonds and 0-60% in cash and precious metals. I use a number of tools to help me identify the market’s primary trend. I have my Technical Trend Indicator (TTI) and a range of additional technical patterns I pay attention to, which, when combined together, work very effectively. The Active Asset Allocator (AAA) returned +3.4% in Q4 2018 and +2.1% in December 2018 during a period when stock markets declined sharply. I know of no other investment strategy on the market that performed as well. The AAA is off to a good start in 2019 too, +2.1% in January 2019.
The AAA doesn’t just do well in bear markets, as some of my competitors have recently suggested. There will be times when I am bullishly positioned. That will happen in bull markets. When the trend is down, it pays to be defensively positioned. Having a fixed allocation and hoping for the best isn’t a great strategy but that is what all of my competitors seem to do.
At Secure Investments, I advise individual clients on their pension and non-pension fund investment portfolios. To learn more about my Active Asset Allocator and Gold Trader investment strategies, please get in touch at firstname.lastname@example.org or 086 821 5911. If you are reading this via LinkedIn, why not visit Secure Investments and subscribe to get exclusive content for free. No spam, ever. Just great stuff.
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