BTS BOND ASSET ALLOCATION FUND: A TACTICAL APPROACH TO BOND INVESTING

The classic asset allocation model, “60-40” (60% invested in stocks and 40% invested in bonds), that generations of investors and advisors have relied on, may not prove to be the best model portfolio over the next decade based on a recent study by Research Affiliates[1]  that predicts a return of just 4.4% for this type of portfolio. To adapt, some advisors are adding alternatives or tactical