Portfolio composition changed a lot today, especially in bonds and gold. Correlations on bonds and stocks dropped further and volatility on gold and stocks increased. So under the plan to try and stay “in balance”, there needs to be an update today. The portfolio moved from acting like the permanent portfolio, towards a risk parity portfolio. On September 21st, the strategy rebalanced to:
32% SPY , 52% TLT , 16% 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.