Asset Allocation Chart Watch

NDR Asset Allocation charts are designed to gauge the relative performance between two asset classes. Since our clients must stay at least partially invested, it is critically important to determine the proper asset allocation for superior performance.

The top clip features the price lines of the two asset classes while the middle clip features a relative strength ratio based on the two asset classes. The bottom clip features the NDR Asset Allocation model (scaled 0-100). When the model is between the two brackets, the model is considered neutral (i.e., no clear tendency for outperformance by either market). The top label statement describes the two asset classes and defines the model's targeted time frame and perspective. The table at the bottom of the chart illustrates the historical performance of each asset class based on the model's previous readings.

During development, short-term models were targeted to generate three to eight trades per year, intermediate-term models produce one to four trades per year, and the long-term models produce from one trade per year to one trade every few years.

AA60                  10/31/2025  09/30/2025  08/31/2025  07/31/2025  06/30/2025
====================  ==========  ==========  ==========  ==========  ==========
Growth Index           13596.674   13156.171   12494.450   12391.936   11981.535
Value Index            11838.224   11706.325   11503.830   11121.014   11023.287
Ratio                    114.854     112.385     108.611     111.428     108.693
LT Model                  61.539      61.539      61.539      76.923      61.539