My Personal Weekly Dynamic Asset Allocations
Suggestions for ETF Allocations to Outperform the 60/40 Portfolio
Investing Update for the Week Ending February 23, 2024Friday February 23, 2024
It was a positive week as my global multi-strategy ETF model rose by 1.44% vs 0.95% for the 60/40 model. There is no change in the allocation as my model remains 100% allocated to QQQ for the 15th consecutive week.
The QQQ trade has provided a great boost to my model but a drawdown is coming. How deep and for how long is unknown but it will happen. When it does take place, nothing will change with how my model invests. That is how systematic trading works. You have to follow the rules. Sometimes, it feels great when following the rules provides such a stellar return as my model has experienced recently. There will be times when following the rules provides a lackluster or even a negative return. You have to be prepared mentally for that.
Investing Update for the Week Ending February 16, 2024Friday February 16, 2024
My global ETF multi-strategy model declined by 1.48% this past week compared to a 0.31% loss for the 60/40 model. Over the past year, my model has generated a 34.6% return compared to 14.6% for the 60/40 model. This degree of outperformance is not normal so we shouldn’t expect it to continue.
As for my model, it remains 100% allocated to QQQ for the fourteenth consecutive week.
Investing Update for the Week Ending February 09, 2024Friday February 9, 2024
What I am about to say, you have heard over and over for the past three months. My global multi-strategy ETF model was up this week and remains 100% allocated to QQQ. My model rose by 1.87% versus 0.57% for the 60/40 model. There is no change in my model’s allocation of 100% to QQQ.
Since I began posting weekly ETF allocations here in November 2021, my model has produced a CAGR which is 12.0% higher than that for the 60/40 model. This spread is above the long-term average spread between the two models....