The Systematic Trader | Dynamic Asset Allocation For Individual Investors

Investing Update for the Week Ending June 06, 2025

June 7, 2025

Both my ETF system and the 60/40 portfolio posted solid gains this past week of 1.05% and 0.91% respectively. My system is now 100% allocated to AGG (iShares Core US...

Investing Update for the Week Ending May 30, 2025

May 31, 2025

My ETF system gained 0.88% this past week compared to the 60/40 portfolio's gain of 1.34%. My system is now 100% allocated to EFA. Two chaotic weeks in April substantially...

Investing Update for the Week Ending May 23, 2025

May 24, 2025

Make no mistake about it, this is a very difficult period for most trading strategies. Both my weekly ETF system and the 60/40 portfolio were down this past week. On...

Investing Update for the Week Ending May 16, 2025

May 17, 2025

It was a positive week for both my ETF system and the 60/40 portfolio which rose in value by 0.70% and 3.10% respectively. This week my system dropped EWJ and...

Investing Update for the Week Ending May 09, 2025

May 9, 2025

My weekly ETF system gained 0.71% this week as compared to a 0.25% loss for the 60/40 portfolio. There is one change in the ETFs held this week as QQQ...

Investing Update for the Week Ending May 02, 2025

May 2, 2025

I thought that now was a good time to zoom out and look at the long-term performance of my system. If nothing else, it gives me the confidence to continue...

Investing Update for the Week Ending April 25, 2025

April 26, 2025

It was a flat week for my ETF system but a great week for the 60/40 portfolio which rose 3%. My system remains defensive as it is now evenly allocated...

Investing Update for the Week Ending April 18, 2025

April 18, 2025

The moves in my ETF system and the 60/40 portfolio were very subdued this week. My system remains 100% allocated to BIL (SPDR 1 - 3 Month Treasuries).

Investing Update for the Week Ending April 11, 2025

April 11, 2025

What a difficult two weeks! My system suffered losses two weeks ago due to its exposure to equity ETFs. It switched to a strategy that was in defensive mode and...

Investing Update for the Week Ending April 04, 2025

April 4, 2025

In the backtesting that I have done with my ETF system, it experienced a maximum drawdown (weekly) of around 15% so I expect a drawdown of 15% to occur at...

Investing Update for the Week Ending March 28, 2025

March 28, 2025

My ETF multi-strategy system fell by 0.68% this past week compared to a decline of 0.96% for the 60/40 model. There is one change in the ETFs held as EWJ...

Investing Update for the Week Ending March 21, 2025

March 21, 2025

The markets aren't providing much to be upbeat about but my ETF system and the 60/40 model both had modestly positive weeks. There is one change in the ETFs held...

Investing Update for the Week Ending March 15, 2025

March 15, 2025

Relatively speaking, it was a good week for my ETF multi-strategy system as it was flat compared to a loss of 1.4% experienced by the 60/40 portfolio. I began posting...

Investing Update for the Week Ending 03/07/25

March 7, 2025

It was a rough week for US equities but not for my ETF system was was up 0.94% compared to a loss of 2.31% for the 60/40 portfolio. My system's...

Investing Update for the Week Ending February 28, 2025

March 1, 2025

There has been a change in the ETF allocations this week. The table below summarizes the performance of my weekly ETF trading system and the 60/40 model since I began...

Investing Update for the Week Ending February 21, 2025

February 21, 2025

Can we agree that I get to say I had a Winning Week because my ETF model lost less than the 60/40 portfolio? My ETF model was down 0.58% this...

Investing Update for the Week Ending February 07, 2025

February 7, 2025

My ETF momentum strategy was up this week but remains in a sideways channel. There is a slight change in the allocations this week.

Investing Update for the Week Ending January 24, 2025

January 24, 2025

Both my ETF system and the 60/40 portfolio were up this week. My low-effort weekly ETF trading system has a CAGR that is 6.1% higher than that of the 60/40...

Investing Update for The Week Ending January 10, 2025

January 10, 2025

It was a rough week for the equity markets and, as such, my ETF system beat the 60/40 by 1.63%. Mind you it only gained 0.09%. There is a change...

Investing Update for the Week Ending January 03, 2025

January 3, 2025

Again, I have no exciting news this week. My ETF system remains 100% allocated to BIL. My stated goal for the ETF trading system is below the table. Producing a...

My Personal Weekly Dynamic Asset Allocations

Suggestions for ETF Allocations to Outperform the 60/40 Portfolio

Latest Posts

Investing Update for the Week Ending February 21, 2025

Investing Update for the Week Ending February 07, 2025

Investing Update for the Week Ending January 24, 2025

Investing Update for the Week Ending June 06, 2025

Investing Update for the Week Ending May 30, 2025

Investing Update for the Week Ending May 23, 2025

Investing Update for the Week Ending May 16, 2025

Investing Update for the Week Ending May 09, 2025

Investing Update for the Week Ending May 02, 2025

Investing Update for the Week Ending April 25, 2025

Investing Update for the Week Ending April 18, 2025

Investing Update for the Week Ending April 11, 2025

Investing Update for the Week Ending April 04, 2025

Investing Update for the Week Ending March 28, 2025

Investing Update for the Week Ending March 21, 2025

Investing Update for the Week Ending March 15, 2025

Investing Update for the Week Ending 03/07/25

Investing Update for the Week Ending February 28, 2025

Investing Update for the Week Ending February 21, 2025

Investing Update for the Week Ending February 07, 2025

Investing Update for the Week Ending January 24, 2025

Investing Update for The Week Ending January 10, 2025

Investing Update for the Week Ending January 03, 2025

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My Personal Weekly Dynamic Asset Allocations

Suggestions for ETF Allocations to Outperform the 60/40 Portfolio

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