Portfolio

Comparing portfolio performance (1973 to 2015)

I’ve finally managed to gather enough portfolio performance data to out together this year’s portfolio comparison edition. I was able to add 2014 and 2015 data. Last year’s post is here. You can use last year’s post and the Portfolios page for portfolio definitions. I’ll present the comparison of the portfolios in a few ways. I also added a few…

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Portfolio, TAA Investing

Tactical asset allocation – october 2015 update

A lot of volatility this month in the equity markets. So far it looks like the portfolio signals to go to cash have been valid. Of course, that’s only half the battle. We’ll see what October brings, a historically positive month for equities. Here are the tactical asset allocation updates for October 2015. All portfolio updates are online as part of Paul’s GTAA 13…

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TAA Investing

Tactical asset allocation – july 2015 update

Here are the tactical asset allocation updates for July 2015. All portfolio updates are online as part of Paul’s GTAA 13 Portfolio New sheet. First, for the basic portfolios – the GTAA5 and the Permanent Portfolio. There was one change in the GTAA5 portfolio. Bonds (IEF) went to cash this month. GTAA5 is now 40% invested and 60% cash. For the timing version of the Permanent Portfolio there…

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TAA Investing

Tactical asset allocation – june 2015 update

Here are the tactical asset allocation updates for June 2015. All portfolio updates are online as part of Paul’s GTAA 13 Portfolio New sheet. First, for the basic portfolios – the GTAA5 and the Permanent Portfolio. Only one change in the GTAA5 portfolio. REITs (VNQ) went to cash this month. GTAA5 is now 60% invested and 40% cash. For the timing version of the Permanent Portfolio…

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TAA Investing

A comprehensive look at market timing

In this post I’ll summarize a recent and very comprehensive study on market timing. It is probably the most comprehensive and robust look at market timing yet. Market timing is one of the biggest potential problems and complaints with TAA portfolios as I highlighted recently. Everyone wants a definitive answer – does it work or doesn’t it? As you might…

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