Down 0.79% for the last couple days, down two percent for the week. Volatility is not receding. Essentially the portfolio moved further away from stocks since the volatility clearly wasn’t just a one off event on Wednesday. The other assets have perked up a little, but not much.
For the third time in the last five months, stocks, bonds and gold all posted a negative month. Strange times. On January 29th, the strategy rebalanced to:
40% SPY , 29% TLT , 20% GLD , 11% Cash
*The cash number here is one less than what’s actually at the top of the blog. With cash, sometimes the cells round everything up making the total 1% off. If that happens, you can just add a percent to the cash percentage, which is what I did here.
*All investing strategies come with the risk of loss, including this one. This portfolio may not be appropriate for your investment goals and requirements, and it is not investment advice.
It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list.
Calculations are my own. Returns shown do not include trading costs. They do not include any fees. Past performance is not indicative of future performance. Dividends are re-invested.