And so 2014 ends. What an interesting year from the investment performance side of things. Who would have thought long term bonds and REITs would have led the performance rankings? I’ll have much to say about the 2014 performance of the various asset classes and portfolios throughout this month but first things first. Here is the January 2015 tactical asset allocation update.
Starting with the most basic portfolios, below are the January updates for the GTAA5 and the Permanent Portfolio. There were no changes from the December update. I keep a spreadsheet online that is update automatically. There were no changes from last month. Note: the google sheets online are having issues updating. Seems to be an issue with google sheets. Other bloggers are having the same problems. I did the update manually for this post.
Now for the more broadly diversified GTAA13 portfolio and the aggressive versions. Online spreadsheet for this and the GTAA AGG3 and GTAA AGG6 portfolios. Same issue with this online spreadsheet as I noted above.
One change this month for the GTAA13 portfolio. VWO, the emerging markets ETF went on a sell signal. Assets in that ETF should be moved to cash. The AGG3 and AGG6 updates are below – no changes for this month as well.
These portfolios signals are valid for the whole month of January.
6 Comments
R · January 2, 2015 at 4:14 am
Thank you very much for updating and posting this. I was a bit concerned as noticed too the sheets were not updating. This post is a big help.
Kevin Daly · January 3, 2015 at 3:54 pm
I have followed your postings for several years. As a “recovering FA”, I am very grateful for the information. It has been put to good use. You invest a lot of time and effort into “Investing For a Living” and it is appreciated.
Thank You,
Kevin
’01 Country Coach, Magna
Somewhere in Florida……
Mark Seneker · January 3, 2015 at 8:00 pm
Paul, I appreciate you putting all the time into writing informative articles. I’m retiring within eight years and starting thinking more closely about where or investments are held. We are somewhat diversified to include not having all investments in equities or bonds. I’ve been wondering if in the future keeping funds with Waddell and Reed to manage is going to be worth the sometimes heavy expenses. A great deal of those funds were invested with the load up-front.
paul.novell@gmail.com · January 4, 2015 at 8:53 am
Happy I could help Mark.
Paul
Mandar · January 6, 2015 at 10:43 pm
So I decided to follow the AGG6 portfolio starting this year.. by the time I got my funds in my account it was Jan 5th… VBK and VBR per my Fidelity and TDAmeritrade alerts both dipped under their 200 day exponential moving average on the 6th… here’s hoping it’s just a whipsaw…
paul.novell@gmail.com · January 7, 2015 at 9:25 am
Mandar, the system is only meant to use month end signals and also use the dividend adjusted simple moving averages, not the exponentials. And yes, there will be whipsaws, false signals, real signals, all the above, just like any system.
Paul
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