My Personal Weekly Dynamic Asset Allocations
Suggestions for ETF Allocations to Outperform the 60/40 Portfolio
Investing Update for the Week Ending June 02, 2023Sunday June 4, 2023
My model has switched strategies and, consequently, there is a very significant change in the ETF allocations this week. My portfolio swung from only 10% equities to now having 100% equities.
My Market Meter has a negative value this week which suggests that now is not an appropriate time to use leverage.
Investing Update for the Week Ending May 26, 2023Sunday May 28, 2023
My model is very cautious now with a 90% allocation to short-term Treasuries. I have to say that the allocation doesn’t feel correct but I know how well my model has performed historically so I am following it without question.
As seen in the chart below, my allocations posted here every week continue to outperform the average of eight TAA funds.
Investing Update for the Week Ending 05/19/23Saturday May 20, 2023
My models were close to becoming more aggressive and adding US equities this week but a decline in the aggregate US investment-grade bond index has moved my allocations to a more conservative stance. My market meter has decreased to a negative value which indicates that now is not the right time to use leverage.
My Asset Allocations