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Premium tactical allocation strategies
12 classics with some of the strongest Tactfolio Scores in the library. Everyone can read how each one works and see its backtest, updated every day. Plus and Pro open the rest.
- The exact rules, block by block, in the builder
- Today’s holdings and every past rebalance
- Copy it, change it, and use it inside your own strategies
- Run it on paper or in your own Alpaca account
- Ask your AI assistant to read, test and adapt it
The premium classics
Figures as of November 2, 2026: growth a year since the year each card names, the worst drawdown and the Sharpe ratio, recomputed every night.
Hybrid Asset Allocation (HAA)
PremiumWouter Keller and JW Keuning, 2023
Keller and Keuning’s HAA uses a TIP canary to sidestep inflation shocks.
- 10.3% a year since 2008
- −15% worst drawdown
- 0.94 Sharpe ratio
HAA Simple: Hybrid Asset Allocation with one asset
PremiumWouter Keller and JW Keuning, 2023
The single-asset HAA: hold the S&P 500 while TIP and SPY momentum are positive, else bonds or bills.
- 11.9% a year since 2008
- −20% worst drawdown
- 1.00 Sharpe ratio
Defense First (Carlson’s defensive tactical model)
PremiumThomas D. Carlson, 2025
Four defensive assets at 40/30/20/10 by momentum, with stocks taking any slot that trails bills.
- 10.0% a year since 2008
- −13% worst drawdown
- 1.00 Sharpe ratio
HAA 60/40 (NLX Finance’s Hybrid Asset Allocation variant)
PremiumNicolas Lequeux (NLX Finance), 2024
HAA Simple’s TIPS canary with a 60/40 stock and bond mix when risk is on.
- 8.3% a year since 2008
- −10% worst drawdown
- 1.13 Sharpe ratio
Leverage Rotation Strategy (UPRO above the 200-day average)
PremiumMichael Gayed and Charles Bilello, 2016
Gayed and Bilello’s LRS holds 3x S&P 500 (UPRO) above the 200-day average and T-bills below.
- 23.8% a year since 2009
- −52% worst drawdown
- 0.78 Sharpe ratio
Leverage Rotation Strategy 2x (LRS with SSO)
PremiumMichael Gayed and Charles Bilello, 2016
The 2x Leverage Rotation Strategy: SSO above the S&P 500’s 200-day average, T-bills below.
- 12.9% a year since 2007
- −40% worst drawdown
- 0.64 Sharpe ratio
Growth-Trend Timing (Philosophical Economics’ GTT)
PremiumJesse Livermore (Philosophical Economics), 2016
Leave the S&P 500 only when growth data turn negative and the trend breaks.
- 12.1% a year since 2007
- −22% worst drawdown
- 0.85 Sharpe ratio
Growth-Trend Timing with unemployment (GTT-UE)
PremiumJesse Livermore (Philosophical Economics), 2016
Leave the S&P 500 only when unemployment is rising and the trend breaks.
- 10.9% a year since 2007
- −34% worst drawdown
- 0.74 Sharpe ratio
Growth-Trend Timing with job growth
PremiumJesse Livermore (Philosophical Economics), 2016
Leave the S&P 500 only when jobs per worker fall and the trend breaks.
- 12.1% a year since 2007
- −34% worst drawdown
- 0.79 Sharpe ratio
Lethargic Asset Allocation (Keller’s LAA)
PremiumWouter J. Keller, 2019
Value stocks, gold, and Treasuries, with a Nasdaq-100 quarter timed by unemployment and trend.
- 9.6% a year since 2004
- −20% worst drawdown
- 0.99 Sharpe ratio
Pragmatic Asset Allocation (Quantpedia’s PAA)
PremiumRadovan Vojtko and Juliána Javorská (Quantpedia), 2024
The two strongest stock markets in an uptrend, hedged when the yield curve inverts.
- 9.7% a year since 2009
- −24% worst drawdown
- 0.70 Sharpe ratio
Inflation Compass (Varadi’s growth and inflation model)
PremiumDavid Varadi, 2026
Energy, technology, utilities, or staples by growth trend and breakeven inflation.
- 20.8% a year since 2003
- −24% worst drawdown
- 1.12 Sharpe ratio
How premium strategies work
A premium strategy stays on Discover and keeps its public page, with its growth curve, its headline figures and the tickers it trades. Its article here explains the idea, the rules in words, and where our version differs from its source. What Plus and Pro add is the live strategy itself: its exact rules in the builder, what it holds today and at every rebalance, a copy you can change or use inside your own strategies, paper and live trading, and your AI assistant's access to all of it.
We chose them from the tactical classics with the highest Tactfolio Scores and Sharpe ratios on 2 November 2026. Plain fixed mixes and the best-known entry points, such as Dual Momentum, the 200-day moving average and Faber's GTAA, stay open on every plan. Being premium is not a recommendation, and a high score in a backtest is not a promise.
Backtest results are hypothetical, computed on past prices with no fees beyond those the backtest names, and are not investment advice. Past results do not predict future returns.