My Personal Weekly Dynamic Asset Allocations
Suggestions for ETF Allocations to Outperform the 60/40 Portfolio
Latest Posts
Investing Update for the Week Ending November 01, 2024
Both my ETF system and the 60/40 portfolio incurred small losses this past week. There is no change to the holdings for my system which is equally allocated to BIL, LQD, and TIP.
Investing Update for the Week Ending October 25, 2024
My ETF trading system was down early in the week but did finish with a gain, unlike the 60/40 portfolio which lost 1.06%. As noted in the chart, my system has generated a CAGR 8.0% higher than the 60/40 portfolio since November 2021. There is a change in allocations...
Why I Allocate to Only One Strategy at a Time
I have many new followers on Twitter/X and a common question I get is "Why do you allocate to only one strategy at a time rather than allocate evenly across them?" In developing my weekly trading system, I formulated a method of selecting one strategy to allocate to...
Trending Posts
Investing Update for the Week Ending November 01, 2024
November 2, 2024
Both my ETF system and the 60/40 portfolio incurred small losses this past week. There is no change to the holdings for my system which is equally allocated to BIL,...
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Investing Update for the Week Ending October 25, 2024
October 25, 2024
My ETF trading system was down early in the week but did finish with a gain, unlike the 60/40 portfolio which lost 1.06%. As noted in the chart, my system...
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Investing Update for the Week Ending October 18, 2024
October 18, 2024
It was a barely positive week for my weekly trading system which remains 100% allocated to QQQ. If you enjoy listening to podcasts about trading, I'm going to suggest the...
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Investing Update for the Week Ending October 11, 2024
October 11, 2024
It was a positive week for both my ETF trading strategy which gained 1.24% and the 60/40 model which gained 0.53%. There is no change in my model's holdings as...
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Investing Update for the Week Ending October 04, 2024
October 4, 2024
It was a negative week for both my ETF trading system and the 60/40 model. My trading system had the larger loss but has nonetheless outperformed the 60/40 rather well...
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Investing Update for the Week Ending September 27, 2024
September 27, 2024
Both my ETF trading system and the 60/40 portfolio model achieved very modest gains this week. My trading system is now allocated to six ETFs as listed in the table...
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Investing Update for the Week Ending September 20, 2024
September 20, 2024
It was a positive week for both my multi-strategy ETF trading system and the 60/40 as both notched small gains. The 60/40 model has been performing well lately and is...
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Investing Update for the Week Ending September 13, 2024
September 13, 2024
Both my ETF trading system and the 60/40 model posted solid gains this week. There is one change in my system's holdings this week as IWM replaces LQD. Disclaimer: Posts...
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Investing Update for the Week Ending September 06, 2024
September 6, 2024
Well, that was an unpleasant week for many of us as far as investment returns are concerned. My multi-strategy ETF model lost 3.25% while the 60/40 lost 2.08%. Asset class...
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Investing Update for the Week Ending August 30, 2024
August 30, 2024
My ETF momentum-style trading system declined slightly this week while the 60/40 remained essentially flat. The allocations are a little more international now than they have been in a long...
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Investing Update for the Week Ending August 23, 2024
August 23, 2024
My multi-strategy ETF system had a 1.45% gain this week vs 1.24% for the 60/40. This brings my system's one-year return to 37.4% vs 20.7% for the 60/40. Those are...
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Investing Update for the Week Ending August 16 2024
August 16, 2024
My ETF model had a solid gain this week of 5.40% which erased more than half of the recent 9.6% drawdown. My model is now equally allocated to the six...
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Investing Update for the Week Ending August 09, 2024
August 9, 2024
If you follow the markets closely, you know that this past week was a wild one with violent daily swings down and back up. I can hardly believe that after...
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Investing Update for the Week Ending August 02, 2024
August 2, 2024
My ETF model is now in its worst drawdown since I began posting weekly allocations in November 2021. My model remains 100% allocated to QQQ and, although an earlier version...
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Investing Update for the Week Ending July 26, 2024
July 27, 2024
My model fell by 2.58% this past week compared to a decline of 0.18% for the 60/40. The CAGR for my ETF model remains above 12% since I began posting...
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Investing Update for the Week Ending July 19, 2024
July 19, 2024
My Multi-Strategy ETF Model had its worst week since I began posting allocations in 2021. It dropped 3.96% compared to a decline of 1.14% for the 60/40 model. Despite the...
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Investing Update for the Week Ending July 12, 2024
July 12, 2024
My model portfolio declined by 0.27% this week while the 60/40 increased by 1.10%. There is no change in my model's allocation of 100% to QQQ. The table below provides...
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Investing Update for the Week Ending July 05, 2024
July 5, 2024
My Global Multi-Strategy ETF Model rose 3.56% this week to hit another all-time high. Since Nov-21, my model has achieved a 15.51% CAGR with a mild 9.0% maximum drawdown. My...
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Investing Update for the Week Ending June 28, 2024
June 28, 2024
My global ETF multi-strategy model was essentially flat this past week and the 60/40 model (VTI/BND) declined by 0.23% At the close on Friday, my model had switched to an...
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Disclaimer:
The Systematic Trader. This site may include market analysis. All ideas, opinions, and/or forecasts, expressed or implied herein, are for informational purposes only and should not be construed as a recommendation to invest, trade, and/or speculate in the markets. Any investments, trades, and/or speculations made in light of the ideas, opinions, and/or forecasts, expressed or implied herein, are committed at your own risk, financial or otherwise. © 2024