Start by using our Retirement Planner to determine how much capital you need for retirement (or another financial goal) and what investment returns are required to reach your goals. This tool will help you assess which strategy’s historical CAGR aligns with your planning needs.
Consider both the performance metrics and the practical aspects of implementing a strategy in your own account. Each strategy has different characteristics that may make it more or less suitable for your specific situation.
It is highly recommended that you watch the “Getting Started With Tactical Allocation Strategies” video on our videos page. It will help you make an informed decision when selecting a strategy.
It must be noted that historical performance is not a guarantee of future results.