Vanguard Tactical Allocation
Vanguard ETFs have some of the lowest expense ratios in the industry, averaging about 75% less than the industry average.
Additionally, Vanguard ETFs can be traded commission free within a Vanguard brokerage account. These factors combined make Vanguard ETFs attractive to investors wishing to deploy a more active strategy.
- The Vanguard Tactical ETF model starts with a broad cross section of asset-classes (bonds, equities, sectors, real estate, and international equities)
- Each month, the ETFs are ranked on a combination of trend, relative momentum, and volatility
- The top three scoring ETFs are then held until the next monthly rebalancing
- During periods of stock market weakness, the model may automatically allocated to cash and short term bonds in order to protect capital
From: $208.25 / month