Dynamic Macro Allocation (Sadek PV)
TacticalProBased on research by Bill Sadek · Contributed by Bill Sadek (2026-04). Configuration extracted directly from his Portfolio Visualizer model URL.
This is BestFolio's independent implementation. Not affiliated with or endorsed by the original author.
About this Strategy
Faithful port of Bill Sadek's Portfolio Visualizer Dynamic Macro Allocation model. 7-ETF macro universe, multi-period performance-weighted momentum (1/3/6/9 months, 25% each), top-2 selection with Geometric Increasing weights (67%/33%), 6-month SMA trend filter per selected asset (failed assets move to cash).
The complete strategy logic, asset universe, and rebalancing rules are available to Pro subscribers. This includes the full methodology description, author notes, and implementation details.
Pro subscribers also get access to current signals, full backtest history, and the ability to blend this strategy into custom portfolios.
Strategy Rules
Pro subscribers only
- 1Universe: MGK, PDBC, GLDM, BOND, VGLT, MINT, VCSH
- 2Each month, compute 1/3/6/9 month returns per asset and average (25% each)
- 3Rank assets by composite return, select top 2
- 4Assign Geometric Increasing weights: top 66.7%, second 33.3%
- 5Per-asset trend filter: if price < 6-month SMA, move slice to BIL
- 6If both fail → 100% BIL (defensive)
Asset Universe
Pro subscribers only
7 instruments this strategy can hold
Key Differentiators
Research Source
Based on research by Bill Sadek
Contributed by Bill Sadek (2026-04). Configuration extracted directly from his Portfolio Visualizer model URL.
Strategy Info
- Type
- Tactical (TAA)
- Frequency
- monthly
- Next Rebalance
- May 109:30 ET (20d)
- Variants
- 2
- Type
- Tactical Asset Allocation (TAA)
- Trading Frequency
- Monthly (last trading day)
- Rebalancing
- Full portfolio rebalance each month
- Universe Size
- 7 ETFs across equity, commodities, gold, bonds
- Momentum Scoring
- Performance-weighted 1/3/6/9-month returns (25% each)
- Selection
- Top 2 by composite return
- Weighting
- Geometric Increasing (top 66.7%, second 33.3%)
- Trend Filter
- 6-month SMA per selected asset — fails → cash
- Cash Trigger
- Per-asset MA filter; fully defensive when both top assets fail
- Data Source
- Yahoo Finance (9 months + MA minimum history)
Asset Classes
Dynamic Macro Allocation (Sadek PV) — Tactical Asset Allocation Strategy
Faithful port of Bill Sadek's Portfolio Visualizer Dynamic Macro Allocation model, extracted directly from his shared PV URL on 2026-04-11.
Each month, the 7-ETF macro universe (MGK mega-cap growth, PDBC diversified commodities, GLDM gold, BOND core bonds, VGLT long Treasury, MINT ultra-short bonds, VCSH short-term corporates) is scored using a composite momentum across four lookback periods — 1, 3, 6 and 9 months — weighted 25% each. Unlike rank-order weighting (which AlphaOne uses), this strategy uses 'weight performance' which averages the actual returns across periods.
Strategy Details
- Type
- Tactical (TAA)
- Rebalancing
- monthly
- Variants
- 2
- Author
- Bill Sadek
- Source
- Contributed by Bill Sadek (2026-04). Configuration extracted directly from his Portfolio Visualizer model URL.
Asset Classes
- US Mega-Cap Growth
- Diversified Commodities
- Gold
- US Core Bonds
- Long-Term Treasuries
- Ultra-Short Bonds
- Short-Term Corporates
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