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                  05/31/2025  04/30/2025  03/31/2025  02/28/2025  01/31/2025
====================  ==========  ==========  ==========  ==========  ==========
Growth Index           11267.562   10298.569   10073.751   10972.939   11301.667
Value Index            10631.488   10320.454   10702.584   11028.525   10981.837
Ratio                    105.983      99.788      94.125      99.496     102.912
LT Model                  53.846      30.769      30.769      53.846      61.539