The Tactical Allocation Letter

The Tactical Allocation Letter

Share this post

The Tactical Allocation Letter
The Tactical Allocation Letter
🧭 The Tactical Allocation Letter – Weekly Update (July 05, 2025)

🧭 The Tactical Allocation Letter – Weekly Update (July 05, 2025)

+24% CAGR over Decades. Minimal Drawdowns. This Week in summary.

Tactical Allocation Desk's avatar
Tactical Allocation Desk
Jul 05, 2025
∙ Paid
4

Share this post

The Tactical Allocation Letter
The Tactical Allocation Letter
🧭 The Tactical Allocation Letter – Weekly Update (July 05, 2025)
2
2
Share

Markets closed the week on a positive note, with the Nasdaq 100 reaching fresh all-time highs amid renewed strength in large-cap tech. Economic data came in stronger than expected, particularly the U.S. jobs report, which showed solid labor market resilience despite rising interest rate expectations. Volatility remained low across the board, and breadth improved slightly—though leadership continues to be concentrated in a handful of megacaps. The broader uptrend remains intact, but signs of short-term exhaustion are starting to emerge. Heading into next week, earnings season and macro catalysts could test the durability of this rally.

Our tactical model doesn’t aim to predict short-term moves—but it reacts with discipline when the data shifts. That’s the edge. No forecasts. Just rules.

Check out the backtest over the last decades:

🔍 The Tactical Truth: What Decades of Data Say About Our 3-Asset Model

Tactical Allocation Desk
·
Jun 27
🔍 The Tactical Truth: What Decades of Data Say About Our 3-Asset Model

In the world of investing, there are three unavoidable truths: markets are cyclical, risk is real, and timing matters more than most are willing to admit. That's why we built the Tactical Allocation Model—a rules-based system that dynamically rotates between three of the most powerful macro assets:

Read full story

Unlock 24% CAGR


🔍 What You’ll Find in Every Weekly Issue

In case you’re new: this newsletter shares one thing each week—the current positioning of our 3-asset tactical model, based on objective signals.

We only hold an asset if it meets our regime filters. Otherwise, we park the allocation in a money market fund to reduce drawdowns.

  • 50% UPRO (3x S&P 500)

  • 25% Bitcoin

  • 25% Gold

Each position is either active or in cash. That’s it. No guessing. No emotion.

🧠 Over time, this simple framework has historically delivered equity-like returns with materially lower drawdowns.

📉 Want to see this week’s allocation and rationale?


🔐 Upgrade to Paid to Access the Model Allocation

The real signal is behind the paywall.

You know the macro. You’ve seen the market move.
But what did the model actually do this week?

💼 Exact allocation
⚙️ System trigger source
📉 Risk signals flashing (or not)
📊 Real trade rationale—no fluff, no guesswork

In 2022, while markets crashed, the model was +30%.
Not luck. Structure.

Unlock 24% CAGR

🧠 Join the inner circle of disciplined tactical investors.
Not followers. Operators.


✅ Paid Section: Current Allocation

🧩 This Week’s Allocation:

Keep reading with a 7-day free trial

Subscribe to The Tactical Allocation Letter to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Tactical Allocation Desk
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share