Tactical Balanced Model | Fixed Income & Equity Allocations

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Tactical Balanced

Passive Asset allocation models have traditionally called for a static mix between fixed income and equities. The popular conclusion is that lower volatility fixed income allocations help to offset higher volatility equity positions, and that these two asset classes remain uncorrelated.

The Multi-Strategy Tactical Balanced model brings a more dynamic approach, allowing both the fixed income and equity allocations to move between bullish and defensive positions.

By combining Anchor's High Yield Bond, S&P 500 and NASDAQ 100 strategies, investors have the potential to profit from rising and falling trends in Equities and Fixed Income.

Applying this dynamic approach to balanced portfolios, investment managers and investors have the opportunity to achieve better results than a traditional static 50/50 portfolio mix.

Combining multiple trading models with various time frames and asset classes has the potential to provide smoother returns and lower drawdowns than any one single strategy.

Yearly Return (%)

	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008
Tactical Balanced	22.4	10.1	32.5	30.7	32.8	11.3	4.6	10.3	6.2	22.0
S&P 500 Index	19.5	-10.1	-13.0	-23.4	26.4	9.0	3.0	13.6	3.5	-38.5

Yearly Maximum Drawdown (%)

	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008
Tactical Balanced	-4.5	-6.8	-6.1	-4.8	-2.6	-4.8	-2.7	-3.1	-3.9	-3.6
S&P 500 Index	-12.1	-17.2	-29.7	-33.8	-14.1	-8.2	-7.2	-7.7	-10.1	-39.0

Additional performance information including annual returns and equity charts are available to subscribers. Model performance data is calculated based upon hypothetical long and short trades of the Merrill Lynch High Yield Bond Master II Index, NASDAQ 100 Index and S&P 500 Index. No trading costs or commissions are accounted for.

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Hypothetical Investment Models
Anchor Research investment models as presented are not managed portfolios, nor are they offered as investment programs. The research offered by Anchor Research.com is derived through the use of hypothetical model backtesting and strategy evaluation. Back-tested results are achieved by means of the retroactive application of a back-tested trading strategies and, as such, the corresponding results have inherent limitations, including: (1) the results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of each of the referenced strategies, certain aspects of which may have been designed with the benefit of hindsight; (2) backtested performance may not reflect the impact that any material market or economic factors might have had on a subscriber's use of the hypothetical strategy model if the model had been used during the period to actually trade investment assets; and, (3) for various reasons (including the reasons indicated above), Anchor’s clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the various Anchor Research model strategies.

Information pertaining to Anchor Capital's advisory operations, services, and fees is set forth in Anchor’s current disclosure statement, a copy of which is available from Anchor Capital upon request. Information pertaining to any mutual fund or ETF or security that is referenced by Anchor hypothetical portfolio is set forth in each respective mutual fund or ETF's prospectus, a copy of which is also available from Anchor upon request.