A Simple Guide to Better Returns With Tactical Asset Allocation
Feb 5, 2009
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By Jim Otar, CFP
A good tactical asset allocation approach has few moving parts, is based on historical data, and will benefit clients by either extending their retirement portfolio or improving its value. In this particular model, all you have to do is decidebased on last year's market performancewhether to switch to a more aggressive or defensive stance. Here's how it works.