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 has performed historically so I am following it without question. As seen in the chart below, my...
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 more conservative stance. My market meter has decreased to a negative value which indicates...
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 only trade US equities, you may want to note that my allocations include no US equity ETFs. While it is true...
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, the allocations I post here weekly have consistently outperformed the beloved 60/40 portfolio. Is the...
Everything remains as it was last week. My Market Meter is positive and my models have a 100% allocation to EFA.
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 asset allocation ETFs. The results so far are positive as my...
"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, investing in CDs or GICs can be both comfortable and profitable. I believe what...