Well that was quite a start to the second half a the year. Up 1.6 percent this week. Obviously I like weeks like this when everything gains strongly, but I feel like these universal up-moves sometimes return the favor in a negative way later on. Well see.
The portfolio is becoming more and more permanent portfolio-ish. On July10th, 2020, the strategy rebalanced to:
36% SPY , 36% TLT , 28% GLD
Have you looked at how your strategy performs on an after tax basis relative to something like 60/40 stocks/bonds?
Yes. I’m getting lots of tax questions lately, so I’m going move that post up to the front once I get through the current series.
Great, looking forward to it!