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%...
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...
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...
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...
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,...
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...
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...
"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,...
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...
(For the fun of it, I used ChatGPT to create this post using this guide. The image below was generated by Dall-E using a prompt from ChatGPT.) Unlock the power...
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...
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...
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
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...
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...
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...
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...
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...