My Personal Weekly Dynamic Asset Allocations
Suggestions for ETF Allocations to Outperform the 60/40 Portfolio
Latest Posts
Investing Update for the Week Ending October 06, 2023
My multi-strategy ETF model declined by 1.67% versus a decline of 0.31% for the 60/40 (VTI/BND) model this past week. From November 2021 to now my model has a CAGR that is 7.9% higher than the 60/40 model and has achieved that with 39% lower weekly volatility....
Investing Update for the Week Ending September 29, 2023
My ETF multi-strategy model declined by 0.72% this past week versus a 0.74% loss for the 60/40 model. My model continues to outperform the 60/40 model with a CAGR that is 8.7% higher and has achieved that with 40% lower weekly volatility. Current ETF...
Investing Update for the Week Ending September 22, 2023
It was another week of outperformance by my multi-strategy model as it declined by 0.33% versus a much larger 2.19% loss for the 60/40 model. My model now has a CAGR which is 8.97% higher than that for the 60/40 model. Current Holdings My strategy has switched...


