I thought we might get some changes earlier this week, but everything returned to where it started. Gains were nearly identical to last week too, up nearly three quarters of a percent for the week. On December 20th, 2019, the portfolio stayed at: 60% SPY , 20% TLT , 20% GLD
Category: Strategy
Portfolio on 12.13.19
Up three quarters of a percent for the week. We continue a long stretch of not much really happening, slowly making money with far less volatility than any of the individual assets. On December 13th, 2019, the portfolio rebalanced to: 60% SPY , 20% TLT , 20% GLD
Portfolio on 12.6.19
Down about 0.15% for the week. Bond volatility is still fairly high. Stocks vol increased, but not by a huge amount. On December 6th, 2019, the portfolio stayed the same at: 64% SPY , 16% TLT , 20% GLD
Geometric Balancing, With Leverage
Leverage is a double-edged sword, but one I’ve grown to appreciate over the last few years. If you’re not careful, it will destroy you. However I’m not sure it’s possible to create world class, spectacular, returns without it. Used wisely, leverage actually increases the risk adjusted returns of a portfolio. Leveraged Geometric Balancing uses a…
Portfolio on 11.29.19
Good week, up 0.85%. The strategy is getting back into a more neutral portfolio. Bonds are calming down, which is why their portfolio percentage is heading back to typical levels. Pretty calm out there in all though. On November 29th, 2019, the portfolio rebalanced to: 64% SPY , 16% TLT , 20% GLD
Portfolio on 11.22.19
Effectively flat for the week. Not much change, except moving into gold more, which I didn’t expect. This is still a fairly aggressive portfolio historically. On November 22th, 2019, the portfolio rebalanced to: 72% SPY , 12% TLT , 16% GLD
Portfolio on 11.15.19
Ok, now we get our new high. Up 1.1% for the week. Stock volatility keeps falling, so the portfolio moves further toward stocks. On November 15th, 2019, the portfolio rebalanced to: 76% SPY , 16% TLT , 8% GLD
Portfolio on 11.8.19
That’s what I get for saying a new high was on the horizon. Down 0.8% for the week. Stock Volatility is quite low, and bonds are not, which is why the Portfolio keeps moving more into socks over the last few weeks. Sometimes this pattern doesn’t end well for stocks (Jan 2018, Oct 2018), but…
Portfolio on 11.1.19
Good week, up 1.4%. The strategy is nearly at a new all time high (less than a tenth of a percent to go). So while the S&P 500 set new highs this week, geometric balancing followed right there with it. Of course my high was set in early September, not late July. These concepts really…
Portfolio on 10.25.19
Up half a percent for the week. Slow steady gains, and slowly moving more into equities. On October 25th, 2019, the portfolio rebalanced to: 56% SPY , 32% TLT , 12% GLD