Disclaimer: Your capital is at risk. This is not investment advice.
AAA: June Edition
We know the Adaptive Asset Allocation [AAA] Model (formerly the ALPH4 Model) has added value this year. It is up 20% compared to the S&P 500 index, down 18% priced in USD and 10% in GBP terms. That is excellent relative performance. We normally aim to compound at about 10-15% a year. Some years will be better, others worse, but stable growth without taking too much risk is the aim. We also do not like to make changes too frequently, so dealing monthly works well.