My Personal Weekly Dynamic Asset Allocations
Suggestions for ETF Allocations to Outperform the 60/40 Portfolio
TRENDING POSTS
Investing Update for the Week Ending June 02, 2023
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%...
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Investing Update for the Week Ending May 26, 2023
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...
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Investing Update for the Week Ending 05/19/23
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...
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Investing Update for the Week Ending May 12, 2023
May 13, 2023
A wind of change is in the air as there is an allocation change this week away from equities and into short-term Treasuries. For those of you DIY investors who...
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Investing Update for the Week Ending May 05, 2023
May 6, 2023
There are no changes to my model portfolio this week as it continues to have a 100% allocation to EFA (iShares EAFE). As you can see in the above chart,...
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Investing Update for the Week Ending April 28, 2023
April 29, 2023
Everything remains as it was last week. My Market Meter is positive and my models have a 100% allocation to EFA.
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Investing Update for the Week Ending April 21, 2023
April 22, 2023
Comparison With Professionally Managed Money I compare the performance of my weekly ETF allocations to both the 60/40 portfolio (see chart above) and to an equal-weighted portfolio of eight tactical...
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Investing Update for the Week Ending April 14, 2023
April 15, 2023
As seen in the chart above, my models continue to outperform the 60/40 portfolio. Market Meter As you will see further down, my models are all in on equities...
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Investing Update for the Week Ending April 07, 2023
April 7, 2023
"In investing, what is comfortable is rarely profitable." Robert Arnott I like that quote by Rob Arnott but I think he meant something more specific than "rarely profitable". For example,...
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Investing Update for the Week Ending March 31, 2023
March 31, 2023
Without glancing at the table below, which ETFs do you think have performed the best over the past one-month, three-month, six-month, and twelve-month periods? You may be surprised to learn...
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Investing Update for the Week Ending March 24, 2023
March 25, 2023
Markets continue to provide minimal returns as witnessed by my TAA model and the global 60/40 portfolio which are both little changed from last October. Seasoned investors realize that portfolio...
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Investing Update for the Week Ending March 17, 2023
March 18, 2023
If you think that the market commentary you read was written by a person, you aren't paying attention. I used ChatGPT to write the following three paragraphs. Last week, the...
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Investing Update for the Week Ending March 10, 2023
March 11, 2023
Short-term treasuries continue to be the investment of choice for my dynamic asset allocation models as they collectively have a 62% allocation to BIL. My Dynamic Asset Model Allocations
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Investing Update for the Week Ending March 03, 2023
March 4, 2023
3-month Treasuries are currently yielding 4.89. Most equity ETFs are experiencing negative momentum as I measure it. The net result is that my models currently have a very high allocation...
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Investing Update for the Week Ending February 24, 2023
February 25, 2023
February has lived up to its reputation as a difficult month for investors. The grind lower in recent weeks has led to my models becoming very cautious as they now...
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Investing Update for the Week Ending February 17, 2023
February 18, 2023
February 17 Texas Instruments (TXN) - $160.00 Puts Expired The puts that I sold on January 30 expired worthless thereby generating a 9.6% annualized return on the trade. My...
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Investing Update for the Week Ending February 10, 2023
February 10, 2023
I don't have time to post much this week besides the allocation weights of my model. My Tactical Asset Model Allocations
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Investing Update for the Week Ending February 03, 2023
February 3, 2023
February 01 Northern Oil and Gas (NOG) - Shares Sold My trailing sell stop was triggered and the shares were sold for $32.16 resulting in a 0.8% loss after a...
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Investing Update for the Week Ending January 27, 2023
January 27, 2023
January 23 Northern Oil and Gas (NOG) - Shares Purchased The position size entered was 4.1% of my account and I established a 9% trailing sell stop immediately after purchasing...
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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. © 2023