Mama Bear Portfolio Tactical Asset Allocation Strategy

Momentum rotation across 9 diversified ETFs spanning US large/small cap, international, EM, REITs, commodities, gold, and bonds. Holds the top 3 by 5-month return, equal-weighted. Natural defensive rotation. Monthly rebalancing.

Backtest Performance (1991-04-30 to 2026-04-07)

MetricMama Bear Portfolio
Compound Annual Growth Rate (CAGR)11.1%
Maximum Drawdown-24.7%
Sharpe Ratio0.91
Sortino Ratio1.18
Annualized Volatility12.5%
Calmar Ratio0.45
Total Return3959.8%
Backtest Period35.1 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
conservative
Variants
1
Author
Brian Livingston

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