Just barely down for the week. Essentially flat. Stock continue to run, as the strategy stays relatively still, held back by poor performance in bonds and gold (although gold was great this week). I view these periods as the defensive assets needing to reset themselves so they have the firepower to provide protection on the next downward move in stocks. On December 4th, the strategy rebalanced to:
56% SPY , 36% TLT , 8% 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.