SMI members who
use the Dynamic Asset Allocation strategy have another means of significant foreign stock exposure.
The target volatility model
uses dynamic asset allocation to achieve a stable level of volatility.
Not exact matches
The fund seeks capital appreciation through the
use of a
dynamic asset allocation strategy, across stocks, bonds, and cash instruments.
However, because
Dynamic Asset Allocation and Just - the - Basics utilize exchange - traded funds (ETFs), which are priced on a per - share basis, it's possible to
use either of these strategies with a relatively small amount of money.
We favor a
dynamic approach to
asset allocation using market information to guide our investment decisions.
This one
dynamic actively - managed
asset allocation model
uses exactly the same shell (and investment strategy), but the difference is the
asset class weights are subject to change monthly based on market timing forecasts.
It's also important to note that our bond Upgrading methodology
uses a different momentum calculation than either our stock portfolios or
Dynamic Asset Allocation.
One especially popular combination has been to invest
using 50 %
Dynamic Asset Allocation, 40 % Fund Upgrading, and 10 % Sector Rotation.
(
Dynamic Asset Allocation is typically
used for the «stock» portion despite the fact that DAA isn't always invested solely in stocks, and Upgrading can also be
used at the managers» discretion; Bond Upgrading governs the 40 % bond portion).