The sea was angry this week my friends. Prices rose, crested and crashed violently for five straight days. Sadly, the waves spent the majority of the time cresting and crashing. The market threw portfolios around at its will, with no regard for historical expectations or precedents. I suspect few were spared from its wrath. Navigating…
Month: February 2020
Portfolio on 2.21.20
A good week again, up just under a percent, continuing a steady stream of small gains. I wanted to rebalance the portfolio on Friday, but couldn’t get away from work, so I didn’t. I’m going to have to rebalance on Monday. Normally, this wouldn’t make much of a difference. But the way the markets look…
The Ultimate 401k Strategy
Many financial professionals would find the premise behind this post reckless. I’m not going to argue with them. Trading a 401k plan can be a terrible idea. It’s certainly foolish if you’re just using your gut or poor financial signals to time the trades. But would Geometric Balancing work within the confines of a 401k? …
Portfolio on 2.14.20
Up just under a percent again for the week. I’ll be honest, I’m very confused by the behavior of this market. Luckily, the strategy doesn’t seem to be. It’s tracking right along with the S&P 500 year to date. On February 14th, 2020, the strategy rebalanced to: 48% SPY , 36% TLT , 16% GLD
Portfolio on 2.7.20
Up 0.9% for the week. An up and down week for most assets, but my portfolio was stable. The worst day was down -0.07% and the best day up 0.41%. Slow and steady wins the race. On February 7th, 2020, the strategy rebalanced to: 44% SPY , 40% TLT , 16% GLD