A Twist to the ITA Risk Reduction Model

Photograph: Mountains near Emerald Bay at Lake Tahoe.  Taken from the California side of the lake.

While we want to keep the ITA Risk Reduction model as simple as possible, there is another wrinkle available for sophisticated investors.  Platinum readers will be interested in the explanation that follows.

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Asset Allocation for ITARR Model

What does the Strategic Asset Allocation (SAA) plan look like for investors using the ITA Risk Reduction (ITARR) model?  Keep in mind that you can use the general ITARR principles laid out in a prior blog post.  The following screen shots are examples for the Madison Portfolio, another candidate for the ITARR timing model.  Below is the SAA plan if one populates the portfolio using VTI, IWN, VEU, VWO, VNQ, RWX, IGE, TLT, and IEF.

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