Asset Allocation is updated at the end of each month with the forecast of the best mix for the balanced investor. Distribution graph shows the changing nature of asset allocation responding to the dynamic changing nature of risk in an ever-evolving macro environment.
The model offers variations for conservative, cautious, growth and aggressive versions for different risk/return options. The chart below shows the output at the end of March 2020 with the forecast for April. As seen from the distribution graph, the model turned defensive at the end of January ahead of the correction cycle.
Clients of “Deep Data Analytics” will get access to the latest forward looking update.
The Asset Allocation model turned defensive ahead of the Feb/Mar crash.