Asset Allocation Plus

Strategy overview

Asset Allocation is an investment strategy for long-term investors. This type of investing strategy is ideal for investors who want to sleep at night and not worry about chasing the market.

The strategy compels investors to diversify their portfolio over a large number of assets, rather than place all their eggs in one basket, This is under the rule that diversification minimizes the risk of loss if one asset class underperforms over a certain period.

Asset Allocation rebalances portfolios to target weights at specific time intervals.

  • Annual Return: 6%
  • DrawDown: -11.9%
  • Sharpe: 0.83

Is this strategy right for you?

This is a low volatility – high return strategy for long term investors, suitable for traders who wish to beat the market in the long run.

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Strategy performance

Check out the facts and figures behind this trading strategy


Last 3 Months %


Last 3 Months Gain


Last 6 Months %


Last 6 Months Gain

Asset Allocation Plus

This is a variation of the implementation of the defensive Asset Allocation in this article