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                  11/30/2025  10/31/2025  09/30/2025  08/31/2025  07/31/2025
====================  ==========  ==========  ==========  ==========  ==========
Growth Index           13470.611   13596.673   13156.170   12494.450   12391.935
Value Index            12038.378   11838.224   11706.324   11503.829   11121.014
Ratio                    111.897     114.854     112.385     108.611     111.428
LT Model                  46.154      61.539      61.539      61.539      76.923