I downloaded and read the paper that was linked: https://www.financialmentor.com/wp-content/uploads...

My reaction was "UGH!" It seems like Allocate Smartly lists 50+ Tactical Asset Allocation strategies and says "Have fun, good luck."

The guy who wrote that financialmentor paper didn't much like any of them it seems. But he did have good discussions about what he saw as the good points & bad points of them.

The executive summary of "this 15,000+ word behemoth of a lesson" is "Heck if I know." Then he brings up "Meta" which appears to be a strategy for dynamically switching between which TAA Strategy(ies) to invest in. AYFKM?

Faced with that, I'd rather just buy the S&P500 and save the $49/month.

Although I guess you could peek under the Allocate Smartly kimono and take as given that all the 50+ strategies have been vetted and just run any of them on your own.

Mechanical Investing FAQ

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