Portfolio on 9.20.21

Lots more volatility today. The portfolio has stayed in stocks because while the market has been falling, it’s been doing so slowly, with little volatility. Stocks and Gold have recently had far higher volatility, and have shown a tendency to be fairly correlated with stocks, so the portfolio leaned towards equities. But today changes that relationship and the portfolio needs to move quite bit. On September 20th the portfolio rebalanced to:

56% SPY , 28% TLT , 16% GLD

See the Portfolio page for charts and tables. It will update soon if it hasn’t already

*All investing strategies come with the risk of loss, including this one which we all saw clearly this week. This portfolio may not be appropriate for your investment goals and requirements, and it is not investment advice.

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