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Adaptive Asset Allocation Strategy

Taking a top-down, macro approach to investing.

 

Our effective strategy is designed to follow the trends of the markets to mitigate risk exposure to weak asset classes and seek asset classes that are exhibiting near term momentum.

 

 

We combine two different tactical approaches (momentum and risk parity) into one algorithm.

 

 

Our model builds a portfolio that responds to market conditions with the objective of simultaneously maximizing return while minimizing risk.

Our Portfolio Selection Process

Tactical Allocation Changes

Tactical Asset Allocation vs S&P 500 drawdown risk

Tactical Allocation Strategy vs Asset Allocation Strategy

Retirement Distributions during the Sub Prime Crisis

1/2007 – 12/31/2009

Managing Risk and Volatility in Trending Markets

Actively Reduces Volatility Risk

ADAPTIVE ASSET ALLOCATION STRATEGY

Back tested performance January 1, 2007 – October 31, 2020

The Chart below illustrates how effective the Adaptive Asset Allocation Strategy is in managing risk and providing long term growth potential. Back tested performance results are based on the monthly portfolio rebalancing and are not representative of an actual client’s account and do not guarantee future results. 

Combined Strategy Portfolios

Utilizing a combination of fixed moderate core allocations with a tactical integration of the Adaptive Asset Allocation and Targeted Industries strategies to provide a diversity of portfolio options

Targeted Industries Strategy

Targeting high growth industries of the market to provide high capital appreciation potential

Disclosure

Investing in securities involves risk. Past performance is no guarantee of future results. Investing involves certain risks, including the possible loss of principle. An investor in any of the strategies managed by Hansen and Associates must understand and be willing to accept those risks. Illustrated back tested performance does not represent an actual client's account. Investment Advisory and Financial Planning Services offered through Hansen & Associates Financial Group, Inc., a Registered Investment Advisor. Corporate Address: 8880 Cal Center Drive, Suite 195, Sacramento, CA 95826.