Down a third of a percent for the week. Still doing a good job keeping the volatility down in the portfolio as the rest of the market goes crazy. I’m a bit surprised the strategy increased the stock allocation for next week. However, the correlation between bonds and stocks is about as negative as it…
Category: Strategy
Portfolio on 8.16.19
Up 1.3% this week. The portfolio reached new highs three days this week, while the stock market mostly floundered. The strategy is working as expected, nearly following the S&P 500 on the way up (June and July), and holding steady when the market turned back down. On August 16th, 2019 the strategy rebalanced to: 38%…
Portfolio on 8.9.19
Up three quarters of a percent for the week, including Monday. The portfolio is almost identical to the midweek rebalance on Monday, except for the addition of some cash. The cash reduces the overall draw down potential, as the assets are all fairly volatile right now. On August 9th, the strategy rebalanced to: 46% SPY…
Portfolio on 8.5.19
I’ve been toying with the idea of creating a hybrid of the weekly strategy and the full strategy, one that would rebalance mid week if the portfolio moves enough to justify a change. The drawdown in the weekly strategy is higher than the full strategy because the environment can change dramatically over 5 days, leaving…
Portfolio on 8.2.19
Down about a one and a quarter percent this week. Not the best, but certainly better than the S&P 500. Not surprisingly, the portfolio moved out of stocks and into bonds on Friday. During the up move in June and July the strategy aggressively preferred stocks, but has slowly moved back to a normal composition.…
Portfolio on 7.26.19
Good week, up about a percent. Very little change in the portfolio. A bit more gold, a bit less bonds. Effectively, this is the same as last week. On July 26th, the portfolio rebalanced to: 72% SPY , 20% TLT , 8% GLD
Portfolio on 7.19.19
Probably the worst week of the year. Down about 0.8%. Bonds are becoming more inversely correlated with stocks again, so they come back into the portfolio as they now add some value. But bonds are still pretty volatile, so we don’t need/want a large amount. On July 19th, the portfolio rebalanced to: 72% SPY ,…
Portfolio on 6.28.19
For some reason this didn’t publish. But here is what I wrote at the time Not the best week, but nothing to worry about. Down about a tenth of a percent. As I said last week, the portfolio was close to bringing in cash, and now it has. Key point, it brought in the cash…
Portfolio on 7.12.19
Up just over half a percent for the week. Not a huge change in the portfolio. Effectively cleared out the cash and moved it back into bonds. Maybe it was just luck, but I was pretty happy to be underweight bonds this week. On July 12th, the portfolio rebalanced to: 84% SPY , 8% TLT…
Portfolio on 7.5.19
Up about 1.3% this week. Portfolio didn’t change much on Friday, just went to a little less cash. On July 5th, the portfolio rebalanced to: 80% SPY , 4% TLT , 11% GLD , 5% Cash