Essentially flat for the week. Correlations moved back into negative territory, and volatility has come down, so the cash isn’t needed any longer. Historically this is an average portfolio at nearly a perfect 60/40 ratio of stocks to bonds, with an additional bit of of gold for diversification. On November 20th, the strategy rebalanced to:
52% SPY , 36% TLT , 12% 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.
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.
Question: (Love your system though I don’t know how you vary the asset allocation.) How does your system compare to a fixed 40%TLT, 40%QQQ, and 20%GLD? Rebalance yearly.
Best wishes,
Jerry Rehert