Here are the tactical asset allocation updates for August 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 back to invested this month. GTAA5 is now 60% invested […]
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 […]
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 […]
There is a lot of interest in Tactical Asset Allocation (TAA) portfolios these days. The big TAA models are the various versions of the IVY portfolios (GTAA5, GTAA13, GTAA AGG3/6) and the Antonacci GEM/GBM portfolios. See here for a recent comparison. There are many others. The promise of higher than […]
I often get asked “how do I get started with an investment portfolio?”. The best answer, but not very helpful, is to learn about building and investing in a diversified buy and hold portfolio for the long term. A very true statement but it usually leaves the investor still looking […]
This post has nothing to do with asset prices, valuation, or timing the market as the title may have led you to believe. It has to do with investor psychology and behavior. Over the years I’ve wondered if certain types of people would be happier if they didn’t invest in anything […]
It’s that time of year again. Time to look at your portfolio and decide on your rebalancing strategy. Most investors know they should rebalance but many don’t do it or they get hung up on the detailed mechanics of rebalancing. In this post I’ll present a quick summary of rebalancing […]
11 months down, 1 to go in 2014. Here are the tactical asset allocation portfolio updates for this month. Starting with the most basic portfolios, below are the December updates for the GTAA5 and the Permanent Portfolio. I keep a spreadsheet online that is update automatically. There were no changes from […]
It’s been a while since I’ve done updates for the various IVY portfolios. I’ve noticed that investors still have trouble implementing these portfolios so I decided to start doing the updates again. At least for a few months. Hopefully this helps investors who are trying to implement these portfolios or […]
Unfortunately, portfolios are not like a certain type of ring, forged with magical powers to rule over the world, man/hobbit/elf kind, and all other types of investment portfolios. There is no one portfolio to rule them all. There are many different styles and types of portfolios with very different characteristics, asset […]
Hard to believe it has been 2 years since I last updated my recipe for a happy retirement. And 2 years before that I had the original post. Every 2 years seems like a nice interval to revisit my thoughts in this area. We are now getting close to completing […]