DIY Asset Allocation Weights: March 2017

DIY Asset Allocation Weights: March 2017

March 2, 2017 Tool Updates, Investor Education
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(Last Updated On: April 12, 2017)

Do-It-Yourself tactical asset allocation weights are posted.

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Exposure Highlights:

  • Full exposure to domestic equities.
  • Full exposure to international equities.
  • Full exposure to REITs.
  • Full exposure to commodities.
  • No exposure to long-term bonds.

Learn more about our tactical asset allocation model here, or pick up a copy of our new book, DIY Financial Advisor.

Note: This site provides NO information on our value investing ETFs or our momentum investing ETFs. Please refer to this site.

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Definitions of common statistics used in our analysis are available here (towards the bottom)

About the Author

Wesley R. Gray, Ph.D.

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes,, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

  • Michael Dickens

    Your book DIY Financial Advisor talks about improving REIT returns using momentum. As far as I know, there aren’t any REIT momentum ETFs on the market. There are good active ETFs for US stocks, foreign stocks, and commodities, but nothing for REITs. I could buy high-momentum REITs manually, but that takes more work and has tax implications for a non-tax-sheltered account. Have you guys considered coming out with a REIT momentum ETF, similar to what you have with QMOM and IMOM?

  • Hi Michael, can’t talk ETFs on our advisor site, but happy to discuss if you reach out via email or phone. Thanks, Wes