My multi-strategy ETF system declined by 2.02% this week compared to a decline of 1.47% for the 60/40 model. As of now, my portfolio has a CAGR which is 3.55% higher than that for the 60/40 model. My ETF Allocations As of Friday's close, my ETF portfolio is...
My ETF portfolio rose by 0.89% this past week versus 0.39% for the 60/40 model. From November 2021 to today, my ETF portfolio as posted here weekly has a CAGR that is 4.33% higher than that of the 60/40 model and has done so with 44% lower weekly volatility. To state...
My ETF portfolio had a small gain of 0.18% this past week. Year-to-date my portfolio is up 9.1%. It currently has a CAGR which is 4.06% higher than the 60/40 portfolio and has a weekly volatility that is 45% lower. My ETF Allocations For the first time in a...
This past week was the best yet for my ETF portfolio as it gained 2.95%. My portfolio is now beating the 60/40 model on a 4.26% annualized basis and, as you can easily see in the chart above, is doing so with much lower volatility. The standard deviation of my...
My ETF portfolio declined by 1.02% this past week which was a little less than the 1.16% decline in the 60/40 portfolio. At this point, my ETF portfolio has a CAGR which is 4.01% higher than the 60/40 portfolio. Market Meter My Market Meter now has a negative...
With strong performances in equities last week, my ETF model portfolio rose 2.21% and is currently outperforming the 60/40 portfolio with a 4.02% higher CAGR (compound annual growth rate). Market Meter My market meter which is useful for informing me whether or...
My portfolio declined 2.35% this past week but despite that, its CAGR since November 2021 is 3.53% higher than the 60/40 portfolio. Market Meter My Market Meter is now positive which suggests I should consider using margin. My ETF Allocations My current...
Beating the Pros I post my personal ETF model allocations here every week so that I can compare the performance of those allocations over time against a 60/40 portfolio and alternative investment options that I would personally consider such as tactical asset...
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% equities. Market Meter My Market Meter has a negative value this week which...
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 now and that means a score of 10 for my Market Meter. ETF Price Performance for the Past 52...