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Tactical Asset Allocation (TAA) is an investment style where the main objective is the management of market risk while maximising portfolio returns. The three main Asset Classes are Stocks, Bonds and Cash.

Tactical Asset Allocation can be implemented via funds ETFs or via Securities and invests in Exchange-traded, liquid Securities. TAA will pursue an active allocation strategy, diversifying between Fixed Income, Equities and Cash. A diversified TAA portfolio actively adjusts asset allocation percentages in order to profit from an eclectic range of data inputs, both market-specific and non-market-specific. Non-market specific Macro and Micro Economic data such as growth, and inflation could result in changes in Monetary or Government Policy. Market-specific data include Valuations and Sector influences. In considering implementing a TAA Strategy, the Investment Allocation and Strategy must be documented. This covers the Asset Classes and Asset Allocation, creating certain boundaries for Fixed Income and Equities.

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Warren William

Meet the author behind Smartest-Data. Warren William has a career in Finance and Investments extending over 35 years, both on the Buy Side and Sell Side. His most recent roles include, developing Institutional Risk Management Programs for managing Equity and Fixed Income Risk.  Prior to this Warren William work in Alternative Investments, in Investment Management and as a Buy Side Equity Analyst. Warren William brings a wealth of knowledge and expertise to the table, providing in-depth analysis and commentary on the latest trends in the Stock Markets. Contact information: or Telegram +393339034488

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Smartest Data aims to be your go-to source for analysis and commentary on Investments, Personal Finance and the Global Stock Markets. The aim is to provide our readers with insightful and actionable information for independent minded Investors.  Dissecting  the daily avalanche of Data produced by the Stocks Market by using data Websites  and Apps available to people at home. Join us, to be Driven by Data to navigate the Investment universe markets and make better informed investment decisions.