Its very likely I’m going to rebalance later today. I discussed in August of last year, how I’m open to mid week rebalances when a position moves more than a 10% as it provides a bit of bridge between the weekly portfolio and a more frequent rebalancing schedule. Well as of now (about 11:00 AM…
Category: Strategy
Portfolio on 8.28.20
It’s sometimes uncomfortable when the portfolio goes heavily into one asset. It feels more exposed, and in some ways it is. But often it works out for the best as there are always reasons for the position sizes. This week was definitely one of the good times, up about two and a third percent.1 Not…
Portfolio on 8.21.20
Up three quarters of a percent for the week. Not a lot different from last week. Correlations are still high between stocks and bonds. Stock volatility continues to come down. So the cash gets deployed back into stocks. On August 21st, 2020, the strategy rebalanced to: 80% SPY , 12% TLT , 8% GLD
Portfolio on 8.14.20
Gave back all the gains from the week before, down 1.2% for this week. Gold and bonds were great help for most of the year, but not the last few days. I’m glad the strategy recently reduced it’s exposure to these two, I just wish it had gone further. I mentioned last week how the…
Portfolio on 8.7.20
Still climbing, up 1.18% for the week. This upward trend is relentless. Today was interesting though. Until the rally in stocks at the close, the everything was down, and meaningfully so. It was headed toward the worst day in 8 weeks until the save at the end. One day does not make a trend, but…
Portfolio on 7.31.20
What a month. Again up over a percent and a half for the week. Minor changes today, going with a bit less gold. We’ll see if this is a good move or not. Gold is the hardest part of the portfolio to get right. On July 31st, 2020, the strategy rebalanced to: 48% SPY ,…
Portfolio on 7.24.20
We’ll I missed posting this last week. Up about a percent and a half for last week. Moving slowly more into stocks. Gold is getting volatile, so it’s lessening in the portfolio. On July 24th, 2020, the strategy rebalanced to: 48% SPY , 40% TLT , 12% GLD
Portfolio on 7.17.20
Up about seven tenths of a percent for the week. The market is starting to look pretty normal. Volatility is a little high, but not much. Correlations are a little lower than normal, but not extreme. This is slightly defensive portfolio, but opportunistically so as the total portfolio correlation is low (which is why the…
Portfolio on 7.10.20
Well that was quite a start to the second half a the year. Up 1.6 percent this week. Obviously I like weeks like this when everything gains strongly, but I feel like these universal up-moves sometimes return the favor in a negative way later on. Well see. The portfolio is becoming more and more permanent…
Portfolio on 7.2.20
Up 1.2 percent. Quite a good week, back to all time highs, about six and a third percent up for the year. Stocks and bonds are very negatively correlated right now, so the bonds allocation goes up. On July 2nd, 2020, the strategy rebalanced to: 32% SPY , 44% TLT , 24% GLD This may…