Down about a quarter of a percent for the week. Last week I said the strategy added cash, worried about increased portfolio volatility. Well Monday proved the move was warranted.
Interestingly, since I started posting these positions in June of last year the S&P 500 has now caught up to and slightly passed Geometric Balancing (scroll down for chart). This ride has been a much smoother though. On November 13th, the strategy rebalanced to:
36% SPY , 18% TLT , 10% GLD , 35% Cash
*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.