Results Overview for Monthly Asset Allocation Systems

Backtest results for six different configurations of monthly asset allocations systems, as compared to the S&P 500 and 60/40 buy and hold.
For more information on these systems, visit us at www.AppliedFinanceResearch.com
Disclaimer:
This content, and all trades, patterns, charts, systems, trading strategies, etc., discussed therein, is for educational purposes only. This content is not intended for use as a source of investment, trading, tax, or legal advice. This content is not an offer or solicitation, nor a solicitation of an offer, to buy or sell the assets, securities, futures or crypto-assets mentioned, nor is it a recommendation for the use of specific brokers, exchanges, assets, securities, futures or crypto-assets. The creators of this content and the related materials are researchers, educational presenters and publishers, not an accredited program or institution, nor are they professional advisors or brokers of any kind. The creators of this content in no way shall be considered as conforming to any educational standards or qualifications prescribed by any private or governmental entity.
Trading and investing involve significant risk of loss. Traders and investors can lose more than their initial investment. No representations, implications or guarantees are being made that using the information provided will generate profits or ensure freedom from losses, nor that using this information will or is likely to achieve profits or losses like those shown. This information may be unsuitable for investors and traders depending on their specific investment objectives and financial position. You are responsible for your own trading and investing results, and individual results vary.
The creators of this content make no representation as to the accuracy or completeness of the information contained therein, nor do they accept any responsibility for any decision or action taken by you, or any third party in reliance upon the data from the same. Reliance on any or all of such information is at your own risk. The creators assume no responsibility for errors or omissions in the information contained in this content. The content has not been reviewed, compiled, or audited by an independent public accountant. Reasonable attempts have been made to verify this information and the creators provide it in good faith, though they do not guarantee it. The views expressed here represent the current, good faith views of the creators at the time of presentation/publication. Please be aware that these views are subject to change at any time and without notice of any kind. The creators of this content assume no duty to update these views, which are subject to numerous assumptions, risks, and uncertainties, which change over time.
Historical, hypothetical, and simulated trading performance results have certain inherent limitations. Backtested and simulated performance and results are hypothetical and do not reflect trading in actual accounts. As such, backtest and simulation results are provided for informational purposes only to indicate historical performance had particular investments strategies and trading systems been utilized over the relevant time frame. No representation is being made by the creators that any account will or is likely to achieve profits or losses similar to those discussed within. The creators do not guarantee any minimum level of trading or investment performance, nor the success of any client, client account or trading or investment strategy or system. Past performance does not guarantee future results. Backtested and simulated results do not guarantee future results.
The creators of this content, may or may not take a position, or already have a position, in the assets discussed herein, based on their trading and investing discretion at the time. You should assume that these positions may be substantial enough to be material. The creators assume no duty and do not undertake to disclose or update their positions, which are subject to change over time.
Your access to this content indicates your acceptance of these disclaimers and your agreement that you are solely responsible for your trading and investment results. In addition, your access to and/or use of the content and/or the related materials indicates that you agree to defend and hold harmless, Applied Finance Research LLC, William Scheidt, the Van Tharp Institute, Tortoise Capital Management, Ken Long and all other parties affiliated with the content and/or the related materials.
This content is for personal use only. Commercial use of any type is strictly prohibited.
For more information on these systems, visit us at www.AppliedFinanceResearch.com
Disclaimer:
This content, and all trades, patterns, charts, systems, trading strategies, etc., discussed therein, is for educational purposes only. This content is not intended for use as a source of investment, trading, tax, or legal advice. This content is not an offer or solicitation, nor a solicitation of an offer, to buy or sell the assets, securities, futures or crypto-assets mentioned, nor is it a recommendation for the use of specific brokers, exchanges, assets, securities, futures or crypto-assets. The creators of this content and the related materials are researchers, educational presenters and publishers, not an accredited program or institution, nor are they professional advisors or brokers of any kind. The creators of this content in no way shall be considered as conforming to any educational standards or qualifications prescribed by any private or governmental entity.
Trading and investing involve significant risk of loss. Traders and investors can lose more than their initial investment. No representations, implications or guarantees are being made that using the information provided will generate profits or ensure freedom from losses, nor that using this information will or is likely to achieve profits or losses like those shown. This information may be unsuitable for investors and traders depending on their specific investment objectives and financial position. You are responsible for your own trading and investing results, and individual results vary.
The creators of this content make no representation as to the accuracy or completeness of the information contained therein, nor do they accept any responsibility for any decision or action taken by you, or any third party in reliance upon the data from the same. Reliance on any or all of such information is at your own risk. The creators assume no responsibility for errors or omissions in the information contained in this content. The content has not been reviewed, compiled, or audited by an independent public accountant. Reasonable attempts have been made to verify this information and the creators provide it in good faith, though they do not guarantee it. The views expressed here represent the current, good faith views of the creators at the time of presentation/publication. Please be aware that these views are subject to change at any time and without notice of any kind. The creators of this content assume no duty to update these views, which are subject to numerous assumptions, risks, and uncertainties, which change over time.
Historical, hypothetical, and simulated trading performance results have certain inherent limitations. Backtested and simulated performance and results are hypothetical and do not reflect trading in actual accounts. As such, backtest and simulation results are provided for informational purposes only to indicate historical performance had particular investments strategies and trading systems been utilized over the relevant time frame. No representation is being made by the creators that any account will or is likely to achieve profits or losses similar to those discussed within. The creators do not guarantee any minimum level of trading or investment performance, nor the success of any client, client account or trading or investment strategy or system. Past performance does not guarantee future results. Backtested and simulated results do not guarantee future results.
The creators of this content, may or may not take a position, or already have a position, in the assets discussed herein, based on their trading and investing discretion at the time. You should assume that these positions may be substantial enough to be material. The creators assume no duty and do not undertake to disclose or update their positions, which are subject to change over time.
Your access to this content indicates your acceptance of these disclaimers and your agreement that you are solely responsible for your trading and investment results. In addition, your access to and/or use of the content and/or the related materials indicates that you agree to defend and hold harmless, Applied Finance Research LLC, William Scheidt, the Van Tharp Institute, Tortoise Capital Management, Ken Long and all other parties affiliated with the content and/or the related materials.
This content is for personal use only. Commercial use of any type is strictly prohibited.