As expected, my model was flat this past week. The 60/40 model rose very modestly (0.30%). My model is as defensively positioned as it gets now with a 100% allocation to BIL (SPDR 1 - 3 Month Treasuries).
Investing Update for the Week Ending June 14, 2024
It was another excellent week for my model portfolio as it rose by 3.51% vs a gain of 1.36% for the global 60/40 model. My model has switched to a defensive stance and is now allocated 66.7% to BIL and 33.3% to LQD.
Investing Update for the Week Ending June 07, 2024
This was a good week performance-wise as my multi-strategy ETF model increased by 2.53% to a new all-time high. There is no change in my model's allocation as it remains 100% invested in QQQ.
Investing Update for the Week Ending May 31, 2024
My global ETF multi-strategy model fell by 1.40% this week and the global 60/40 model fell by 0.34%. There is no change in my model's allocation as it remains 100% invested in QQQ.
Investing Update for May 24, 2024
This week, both my ETF multi-strategy model and the 60/40 gave up a portion of the gains from the previous week with my model down 0.77% and the 60/40 down 0.18%. As you can see in the chart above, both models are very close to their all-time highs. Since I began...
Investing Update for the Week Ending May 17, 2024
My multi-strategy ETF model hit a new equity high this week and has now produced a CAGR that is 10.76% higher than the 60/40 model since I started posting weekly ETF allocations here in 2021. My model is now equally allocated to EFA (iShares EAFE), IWM (iShares...
Investing Update for the Week Ending May 03, 2024
It was a positive week for both my global multi-strategy ETF model and the 60/40. My model is now 100% allocated to BIL (SPDR 1 - 3 Month Treasuries).
Investing Update for the Week Ending April 26, 2024
It was a positive week for both my global multi-strategy ETF model and the 60/40 with my model up by 0.50% and the 60/40 up by a healthy 1.57%. Since I began posting weekly ETF allocations in November 2021, my model has produced a CAGR that is 11.0% higher than the...
My global multi-strategy ETF model mostly side-stepped an ugly week in the markets as it lost 0.35% compared to a 2.07% loss for the 60/40 model. My model has new allocations as per the table below. This is the first time in months that my model did not have an...
Investing Update for the Week Ending April 12, 2024
This past week was one in which it was hard to hide from falling prices. Both my Global Multi-Strategy ETF model and the 60/40 fell in price. My model has changed allocations to 66.7% BIL (SPDR 1 - 3 Month Treasuries) and 33.3% PDBC (Optimum Yield Diversified...