Asset Allocation Chart Watch

NDR Asset Allocation charts are designed to gauge the relative performance between two asset classes. Since our clients must stay at least partially invested, it is critically important to determine the proper asset allocation for superior performance.

The top clip features the price lines of the two asset classes while the middle clip features a relative strength ratio based on the two asset classes. The bottom clip features the NDR Asset Allocation model (scaled 0-100). When the model is between the two brackets, the model is considered neutral (i.e., no clear tendency for outperformance by either market). The top label statement describes the two asset classes and defines the model's targeted time frame and perspective. The table at the bottom of the chart illustrates the historical performance of each asset class based on the model's previous readings.

During development, short-term models were targeted to generate three to eight trades per year, intermediate-term models produce one to four trades per year, and the long-term models produce from one trade per year to one trade every few years.

AA60                  02/28/2025  01/31/2025  12/31/2024  11/30/2024  10/31/2024
====================  ==========  ==========  ==========  ==========  ==========
Growth Index           10972.939   11301.667   11006.273   10913.064   10301.006
Value Index            11028.525   10981.836   10672.944   11451.279   10825.954
Ratio                     99.496     102.912     103.123      95.300      95.151
LT Model                  53.846      61.539      61.539      53.846      46.154