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80-20 Correction Index

Portfolio Models:

 Moderate Growth


 Aggressive Growth


Atlanta Money Manager, Financial Advisor, Financial Planner

How often does the model trade or adjust allocations?

The answer is highly dependent on market conditions. Backtesting proves that reviewing allocations on a weekly basis is better than daily, bi-weekly, monthly, quarterly, or annually. Therefore, our allocation rules are firm on Fridays. The intraweek rules (M-TH) allow for some discretion within wider boundaries. Backtesting of the market model included all fees and trading costs. Trading costs and taxes are discussed here.

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