Subject: Re: mechanical for taxed
Also, are there similar better systems like this?
There are two parts to these schemes.
One is selecting the asset(s) to hold
The other is the in/out (timing) signal.
I hate it when they mush the two parts into one conglomeration. You don't know which part was the primary factor in the increased returns.
They mention "HAA-Balanced" which is essentially Faber's QTAA but using TIPS as the in/out signal.
I am partial to Growth Trend Timing as a timing signal. But actually, any timing signal that got you out in 2008 was good.
FWIW, Jim once mentioned a monthly rotate, SPY / PRF / IWF / QQQ (switch to the one that was best in the previous month).
PORTFOLIO VISUALIZER shows this is OK. https://www.portfoliovisualize...