Tactical asset allocation dashboard added

We just added a market dashboard you can use to identify what sectors of the market (utilities, REIT’s, financial and bonds) are doing in terms of momentum.

We called this tool the Tactical Asset Allocation dashboard and it can help you to see what sectors are under-performing and outperforming the market at the moment.

You can find it here: Tactical Asset Allocation Dashboard


Click image to go to dashboard


How to use it

If market sector momentum changes (either up or down) you will see it first in short term momentum (PI 1 month), and if the trend continues you will see it confirmed by medium (PI 2 months) and long term momentum (PI 3-6 month).

Remember to watch short term momentum carefully as it is known to change direction quickly and it is not uncommon to see several months of momentum reversed in a short period of time.


Look below the table for a full description

A full description of exactly how the dashboards are put together and how you can best use the tool can be found below the table - just scroll down.


Check back often

The table is updated weekly so add the page to your favourites so you can check it often.