The Global Asset Allocation Model which was derived from the research I highlighted last month is updated here.
While some back testing to measure the performance of Annual and Daily rebalancing against this monthly approach can be viewed here if you are interested in that. As I wrote previously I'm not a huge fan of or advocate of market timing but given market volatility since 2000 it has been more useful since then. See the chart below which shows this and the capital return of 2.2% from FTSE since 2000 - that's what I'm talking about, so don't forget those dividends! More on dividends soon, see here for the source of the graph and an update on World Markets. This is a useful site called Adviser Perspectives with Doug Shorts stuff being generally quite interesting - I've added it to my reading list for reference.