GTAA Assets

Rank Ticker Price 200D MA 50D MA 50>200? Avg ROC 3M ROC 6M ROC 9M ROC 12M ROC Investment
1 SPMO i $152.98 $125.95 $146.89 ✓ 31.10% 32.46% 26.92% 27.91% 37.10% -
2 QQQM i $297.52 $261.07 $292.26 ✓ 22.28% 22.92% 16.20% 19.38% 30.62% -
3 VBK i $360.74 $317.74 $347.09 ✓ 19.66% 17.21% 13.80% 18.86% 28.75% -
4 VEA i $71.89 $64.66 $70.10 ✓ 18.35% 10.97% 12.87% 20.32% 29.26% -
5 VTV i $219.44 $196.56 $210.74 ✓ 17.04% 11.47% 12.97% 18.99% 24.72% -
6 VBR i $243.49 $219.26 $234.28 ✓ 15.93% 11.48% 11.82% 17.34% 23.10% -
7 PDBC i $16.10 $15.12 $17.55 ✓ 15.02% -8.26% 18.91% 23.92% 25.50% -
8 VWO i $60.07 $55.87 $59.34 ✓ 13.56% 11.35% 8.19% 11.51% 23.21% -
9 VNQ i $97.24 $90.70 $95.67 ✓ 10.55% 8.56% 10.95% 10.48% 12.22% -
10 IAU i $78.30 $84.00 $83.06 ✗ 2.84% -10.63% -7.47% 4.93% 24.54% -
11 VCIT i $82.39 $81.77 $81.96 ✓ 2.01% 0.96% 0.52% 1.77% 4.80% -
12 VGIT i $58.81 $58.74 $58.64 ✗ 1.06% 0.17% -0.12% 1.09% 3.10% -
13 VGLT i $54.63 $54.91 $54.37 ✗ 0.85% -0.07% 0.09% 0.13% 3.23% -
14 IGOV i $40.97 $41.71 $41.47 ✗ -1.73% 0.20% -1.73% -1.96% -3.44% -
Signal Date: 2026-07-06
Strategy: Global Tactical Asset Allocation
Selection Criteria: Top assets by average momentum (3M, 6M, 9M, 12M ROC) above 200D MA

Dual Momentum (VOO / VEU / AGG)

Asset Ticker Price 200D MA Above 200D MA? Avg ROC 3M ROC 6M ROC 9M ROC 12M ROC
US Equity (S&P 500) VOO $690.62 $633.33 ✓ 14.48% 14.36% 9.22% 12.86% 21.49%
International Equity VEU $84.31 $76.23 ✓ 17.58% 11.48% 11.97% 18.51% 28.35%
US Aggregate Bonds AGG $98.66 $98.10 ✓ 1.78% 0.61% 0.61% 1.67% 4.23%
Signal Date: 2026-07-06
Strategy: Equity sleeve selection vs. 12-month T-bill ROC hurdle, bonds as the defensive fallback.
Current Selection: VEU
Selection Logic: If both VOO and VEU have a 12-month ROC above the T-bill hurdle, choose the higher of the two. If only one clears, choose that. If neither clears, hold AGG (US aggregate bonds).