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Global Navigator+ (DMS)

Global Navigator+ (DMS) is a tactical asset allocation strategy reviewed on a monthly cadence. Its hypothetical backtest runs through 2026-07-23. BestFolio supplies the public rule or approach and backtest context; current signals, allocations, and paid interactive data remain restricted to Pro access. The recorded 2021 publication or construction boundary separates pre-publication simulation from later market observations under fixed rules; all returns remain hypothetical. Users review each scheduled signal and place any resulting trades in their own brokerage. BestFolio does not execute trades or provide personalized investment advice.

Cadence
Monthly
Backtest data through
2026-07-23
History boundary
The recorded 2021 publication or construction boundary separates pre-publication simulation from later market observations under fixed rules; all returns remain hypothetical.
Rule / approach
1. Compute DMS score (0.25×1m + 0.25×3m + 0.50×6m) for IWB, VXUS, and BIL 2. If IWB score >= BIL → RISK-ON: best of IWB/VXUS (or SSO if Smart Leverage active) 3. If IWB score < BIL → RISK-OFF: TLT if fast score positive, else VGSH (sticky)
BestFolio supplies
the public rule or approach and backtest context; current signals, allocations, and paid interactive data remain restricted to Pro access
Customer action
Review each scheduled signal and place any required trades in your own brokerage; BestFolio does not execute orders.
Costs and exclusions
net of a modeled one-way transaction cost (10 bps, scaled up to 3x under stress); taxes, fund-expense drift, or market impact are not modeled
Freshness
The latest available backtest ends 2026-07-23. A run timestamp is not exposed here, so no stronger freshness claim is made.
Next expected action
First trading day of August; scheduled 2026-08-03 at 09:30 ET. Review the published signal before placing any trade.

Global Navigator+ (DMS) at a glance

Global Navigator+ (DMS) is a tactical asset allocation (TAA) strategy by Randy Harris across US Equity, International Equity, Long-Term Treasuries, Short-Term Treasuries, rebalanced monthly. Backtested 1986-02-28 to 2026-07-23 (40.3 years): 15.0% CAGR, 1.05 Sharpe, -30.3% max drawdown, 15.6% volatility.

Type
Tactical (TAA)
Author
Randy Harris
Rebalancing
Monthly
Risk
Moderate
Period
1986-02-28 to 2026-07-23
CAGR
15.0%
Sharpe
1.05
Max Drawdown
-30.3%
Volatility
15.6%

Global Navigator+ (DMS) Tactical Asset Allocation Strategy

Global Navigator+ is a single-asset monthly rotation strategy from Randy Harris's DMS. It uses a weighted momentum score (0.25×1m + 0.25×3m + 0.50×6m) to decide between US equities (IWB), international equities (VXUS), and treasury bonds.

In risk-on mode, the strategy selects the better of IWB or VXUS. If IWB has experienced a >15% drawdown, Smart Leverage activates (SSO for up to 12 months). In risk-off mode, a Treasury Duration Limiter chooses between TLT and VGSH.

Global Navigator+ (DMS): frequently asked questions

What is Global Navigator+ (DMS)?
Extends the LT Gain framework with an international equity check -- VXUS can displace US equities when trending stronger. Smart Leverage activates after 15% drawdowns. Treasury Duration Limiter handles risk-off. Monthly rebalancing.
Who created the Global Navigator+ (DMS) strategy?
Global Navigator+ (DMS) was developed by Randy Harris.
What is the historical return and maximum drawdown of Global Navigator+ (DMS)?
Backtested from 1986-02-28 to 2026-07-23, Global Navigator+ (DMS) returned 15.0% CAGR with a -30.3% maximum drawdown and a Sharpe ratio of 1.05. Past performance does not guarantee future results.
How often is Global Navigator+ (DMS) rebalanced?
Global Navigator+ (DMS) is rebalanced monthly. BestFolio publishes the updated allocation signal each period.
Is Global Navigator+ (DMS) a tactical asset allocation strategy?
Yes. Global Navigator+ (DMS) is a tactical asset allocation (TAA) strategy: it adjusts its holdings based on market signals each period rather than holding a fixed allocation.

Backtest Performance (1986-02-28 to 2026-07-23)

MetricGlobal Navigator+ (DMS)
CAGR15.0%
Max Drawdown-30.3%
Sharpe1.05
Sortino1.56
Volatility15.6%
Calmar0.49
Total Return27700.8%
Backtest Period40.3 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
moderate
Variants
1
Author
Randy Harris

Asset Classes

  • US Equity
  • International Equity
  • Long-Term Treasuries
  • Short-Term Treasuries

Further reading

New to this approach? Read what tactical asset allocation is and how it works.

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