The Active Asset Allocator

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.

 
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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 brian@secureinvestments.ie 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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