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                  09/30/2025  08/31/2025  07/31/2025  06/30/2025  05/31/2025
====================  ==========  ==========  ==========  ==========  ==========
Growth Index           13156.170   12494.450   12391.935   11981.534   11267.562
Value Index            11706.325   11503.830   11121.013   11023.287   10631.488
Ratio                    112.385     108.611     111.428     108.693     105.983
LT Model                  61.539      61.539      76.923      61.539      53.846