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Tactical Asset Allocation

Default blend performance

as of 2026-09-30
32.5%
CAGR
−12.0%
Max drawdown
13.3%
Volatility
2.06
Sharpe
4.56
Sortino
2.70
Calmar

Backtested since Dec 2012 on the default mix (63.5% Conservative Growth / 36.5% Let’s Get Rich). Sharpe & Sortino use returns over the 3‑month T‑bill. Backtested results, not live trading — past performance doesn’t guarantee future returns.

Tactical Asset Allocation

You decide the mix. Tactical Asset Allocation blends a foundation of conservative, capital-protecting strategies with a set of higher-return, growth-hunting ones — and you set the weight between them. Lean heavy on defense, heavy on offense, or anywhere in between. Every model is rules-based and reacts to what the market is actually doing, not a fixed stock-and-bond split that sits still through a downturn. Set your mix once and check your allocations any time from your member menu.

Every subscription includes positions and API access.

Annual plan: 60-day money-back guarantee.

What's inside (as of 2026-06-30)

You set the mix between these two sleeves with the member allocations slider. Every model is rules-based, and the blend can evolve over time.