Down a percent for the week. Not a good week for bonds. This hasn’t been the best pullback for the strategy. Volatility and drawdowns have been generally kept in check, but the return side isn’t the best. Usually the strategy outperforms during stock market pullbacks, but not always.
The portfolio is moving closer to “normal” now. On October 23rd, the strategy rebalanced to:
52% SPY , 28% TLT , 20% GLD
*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.
I trade a some similar strategies. QQQ, TLT and GLD, 1/3, 1/3, 1/3. or 40%, 40%, 20% or QQQ, VTI, TLT, IEF, AND GLD – all 20%. I’m curious if the system you use to adjust your asset allocation percentages monthly is public, or do you keep it secret.
The overall framework is written about in the blog. I have yet to divulged all specifics what I use, but there is enough here to create a similar portfolio with your own personal flavor, and some others have done so.