12-1-2024
STOCKS
Updated Monthly
Updated Monthly
100 - [100 x ( Curr. PD - Avg. PD / 4 ) ]
_______________________________
(Avg. PD x 2 - Avg. PD/2)
Allocation 0%
0% x .50(max allocation) = 0%
0% x .50(max allocation) = 0%
AGGRESSIVE PORTFOLIO - ACTIVE ALLOCATION
Active Allocation Bands (excluding cash) 0% to 50%
29% - Cash -Short Term Bond Index - VBIRX
49% - Gold -Global Capital Cycle Fund - VGPMX**
22% - Lt. Bonds - Long Term Bond Index - VBLTX
0% - Stocks - Total Stock Market Index Fund - VTSA
[See Disclaimer]
[See Disclaimer]
**Vanguard's Global Capital Cycles Fund maintains 25% in precious metal equities the remainder are companies they believe will perform well during times of world wide stress or economic declines.
**************
Harnessing market hubris and timidity (greed and fear).
The value player’s most important weapon in achieving superior long term returns is tactical asset allocation. This is true during secular bear markets when fixed asset allocation, especially those with high percentage of stocks, returns are dismal at best and losses at worst.
History and math show that when asset prices are below intrinsic value future returns are superior conversely when asset prices are above intrinsic value returns are tepid.
Simply put tactical asset allocation strategy is being more aggressive in undervalued assets and less invested in over valued assets.
DYI’s formula is an averaging formula answering the question what percentage without emotion.
DYI
This blog site is not a registered financial advisor, broker or securities dealer and The Dividend Yield Investor is not responsible for what you do with your money.
This site strives for the highest standards of accuracy; however ERRORS AND OMISSIONS ARE ACCEPTED!
The Dividend Yield Investor is a blog site for entertainment and educational purposes ONLY.
The Dividend Yield Investor shall not be held liable for any loss and/or damages from the information herein.
Use this site at your own risk.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
Dear Mr. Royer,
ReplyDeleteThe changes to the menu tabs and the underlying content are noticeable and very well done. Congratulations and thank you for the recent changes.
DYI has become my first stop before the markets open every morning, and I particularly like your thoughtful articles and comments you post on the home page.
I am sure I speak for many in the audience when I say thank you for making DYI a great destination for value investors.
Best wishes for continued success in the markets. Keep up the good work!
Sincerely,
Irish57