Up 0.15% for the week. Pretty tame week. Volatility has come down across the board and now the portfolio is now pretty close to average. On October 18th, 2019, the portfolio rebalanced to: 52% SPY , 32% TLT , 16% GLD
Category: Strategy
Portfolio on 10.11.19
Down two thirds of a percent for the week. All asset’s have higher than average volatility right now. On October 11th, 2019, the portfolio rebalanced to: 47% SPY , 25% TLT , 18% GLD , 10% CASH
Portfolio on 10.4.19
Thanks to a strong close, Geometric Balancing gained 0.4% for the week. Bonds are becoming more correlated with stocks. So they provide less benefit to the portfolio, and gold comes back in. Since nearly everything is increasing in volatility, cash comes back in as well in order to control potential draw down. On October 4th,…
Portfolio on 9.27.19
Down 3/4th of a percent for the week. Only bond up for the week, and not that much. September hasn’t been the best month but – as I said a few weeks ago – after the great august, I expected it to cool off for a bit. On September 27th, 2019, the portfolio rebalanced to:…
Stocks, Treasuries, and Gold
Everything should be made as simple as possible, but not simpler. Albert Einstein How can only three assets plus cash produce such amazing returns? Well, all three assets complement each other in way other assets just can’t. They work so well together, there really isn’t any reason for anything else. Simplify as much as possible,…
Portfolio 9.20.19
Up nearly a half percent for the week. I’m glad the week was up, but really the portfolio didn’t do well, as bonds and gold had great weeks, but the strategy didn’t own much of them. It’s not perfect. But it did beat the S&P500 by over a percent, which is nice. On September 20th,…
Portfolio on 9.13.19
A good week to dump bonds. And did we ever dump them. Bond volatility rose and so did correlation with stocks. Luckily some of our dumping came before (and during) this weeks sell off. The strategy was down a 1.3% for the week. Nearly the worst week of the year. But I suspect most strategies…
Portfolio on 9.10.19
I wasn’t paying attention yesterday, but the portfolio moved more than 10% in its SPY and TLT composition. Bond volatility is rising, and maybe more importantly, the correlation with stocks is rising too. Based on my prior rule, I should have rebalanced yesterday, but didn’t get a chance to do so until until today (I…
Portfolio on 9.6.19
Up 0.4% for the week. It’s looking like the market might have bottomed. We’ll see, I’m not making a prediction either way. If it does bottom, expect the strategy to under perform the S&P 500 for a few weeks. Historically it has always lagged a bit on the initial rebound. Remember, the unlevered portfolio only…
Geometric Balancing Live, Portfolio on 8.30.19
If you haven’t noticed already I’ve added a new set of numbers at the top of the blog. I’ve linked the strategy composition to the blog to update live as the market moves. You don’t have to wait until the weekend any longer to see where the portfolio is heading. Now I post this info…