Pragmatic Asset Allocation at a glance

Pragmatic Asset Allocation is a tactical asset allocation (TAA) strategy by Radovan Vojtko et al. (Quantpedia) across US Equity, International Equity, Emerging Markets, REITs, rebalanced monthly. Backtested 1991-11-29 to 2026-04-24 (34.5 years): 13.4% CAGR, 1.11 Sharpe, -20.1% max drawdown, 12.0% volatility.

Type
Tactical (TAA)
Author
Radovan Vojtko et al. (Quantpedia)
Rebalancing
Monthly
Risk
Moderate
Period
1991-11-29 to 2026-04-24
CAGR
13.4%
Sharpe
1.11
Max Drawdown
-20.1%
Volatility
12.0%

Pragmatic Asset Allocation Tactical Asset Allocation Strategy

Pragmatic Asset Allocation by Radovan Vojtko of Quantpedia. Ranks 7 assets by composite momentum (avg 1/3/6/12-month returns), selects top 3 at equal weight, applies absolute momentum filter (negative momentum → BIL).

Backtest Performance (1991-11-29 to 2026-04-24)

MetricPragmatic Asset Allocation
Compound Annual Growth Rate (CAGR)13.4%
Maximum Drawdown-20.1%
Sharpe Ratio1.11
Sortino Ratio1.44
Annualized Volatility12.0%
Calmar Ratio0.67
Total Return7600.9%
Backtest Period34.5 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
moderate
Variants
1
Author
Radovan Vojtko et al. (Quantpedia)
Source
Vojtko, R. Pragmatic Asset Allocation. Quantpedia

Asset Classes

  • US Equity
  • International Equity
  • Emerging Markets
  • REITs
  • Gold
  • Commodities
  • Long Treasuries
  • Cash

Categories

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