The grind lower in markets this year continues relentlessly. The 60/40 portfolio is now down 20% year-to-date. I'm certain that such a performance is testing the resolve of many investors to stick to a buy-and-hold strategy. As for my overall portfolio, I have...
The 60/40 portfolio is now down almost 18% YTD. My model portfolio is down 9.2% in comparison. For anyone who retired in the past year, this drawdown may be unsettling. It is possible that good news is just around the corner if the 4-year Presidential Election Cycle...
The model that I use to signal when conditions are right to go long individual US stocks was very close to changing to a "Buy" signal this past week and then the inflation report came out which triggered a sell-off in most markets. With many of the ETFs that are...
For the methods I use to select individual US stocks, conditions are still not satisfactory for me to purchase them. As such, I hold no individual US stocks and am following the asset allocations recommended by my models. Tactical Asset Allocations...
Tactical Asset Allocations With weakness in many markets, my models have increased the allocation to cash up to 60.47%.
I don't have much to say again this week. As far as stock holdings go, I have only one stock, VLO, which currently has an open profit of 7.5% and I have a 6% trailing stop on it. My model portfolio is down 6.2% YTD versus a drop of 12.7% for the 60/40 portfolio. It...
I have nothing to report this week other than to provide current asset allocations as per my models. Tactical Asset Allocations
For the fun of it, I decided to compare the performance of my model since I began publishing weekly asset allocation weights here in November 2021 to the average of eight professionally managed tactical asset allocation ETFs. The period of time covered is so small...
It has been another week of very few stocks passing my screens with the net result that I only had one equity trade. August 03 Valero Energy (VLO - Shares Purchased) I purchased shares in VLO which represented 6.7% of my portfolio dedicated to equities and...
With the prices of many asset classes increasing recently, it was expected that the cash allocation in my models would fall as allocations were made to various asset classes. As you will see in the table further down in this post, allocations were made this week to...