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 Portfolio New sheet.
First, for the basic portfolios – the GTAA5 and the Permanent Portfolio. GTAA5 is now 20% invested with IEF going to invested this month. For the timing version of the Permanent Portfolio there were no changes this month.
Now for the more aggressive GTAA AGG3 and AGG6 portfolios. This month I’ve decided to show all 13 asset classes so you can really see where they all stand and what kind of year it had been so far.
No changes this month for AGG3. For AGG6, VCIT went to invested this month. Both portfolios are still in full risk management mode.
Performance for the portfolios so far this year is in the table below. Numbers are for each month. The figures are estimates taken from a variety of sources. I don’t do detailed performance tracking until the end of the year.
If you’re a fan of the Antonacci dual momentum GEM and GBM portfolios, no changes from last month. I’ve also made my Antonacci tracking sheet shareable so you can see the portfolio details for yourself.
That’s it for this month. These portfolios signals are valid for the whole month of October. As always, post any questions you have in the comments.
Full Disclaimer - Nothing on this site should ever be considered advice, research or the invitation to buy or sell securities. These are my personal opinions only.