Product: | Growth/Value Relative Strength vs. Long-Term Growth/Value Indicator Composite - AA60 |
Run Date: | 2025-05-01 |
Update Frequency: | Monthly |
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 04/30/2025 03/31/2025 02/28/2025 01/31/2025 12/31/2024
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Growth Index 10298.569 10073.752 10972.939 11301.667 11006.273
Value Index 10320.454 10702.585 11028.525 10981.837 10672.944
Ratio 99.788 94.125 99.496 102.912 103.123
LT Model 30.769 30.769 53.846 61.539 61.539