Monthly Changes for DYI's Model Portfolio
9-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
44% - Cash -Short Term Bond Index - VBIRX
32% -Gold- Global Capital Cycles Fund- VGPMX**
24% -Lt. Bonds- Long Term Bond Index - VBLAX
0% -Stocks- Total Stock Market Index - VTSAX
8-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
41% - Cash -Short Term Bond Index - VBIRX
35% -Gold- Global Capital Cycles Fund- VGPMX**
24% -Lt. Bonds- Long Term Bond Index - VBLAX
0% -Stocks- Total Stock Market Index - VTSAX
7-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
41% - Cash -Short Term Bond Index - VBIRX
35% -Gold- Global Capital Cycles Fund - VGPMX
24% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
6-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
48% - Cash -Short Term Bond Index - VBIRX
28% -Gold- Global Capital Cycles Fund - VGPMX
24% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
5-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
48% - Cash -Short Term Bond Index - VBIRX
28% -Gold- Global Capital Cycles Fund - VGPMX
24% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
4-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
51% - Cash -Short Term Bond Index - VBIRX
25% -Gold- Global Capital Cycles Fund - VGPMX
24% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
3-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
57% - Cash -Short Term Bond Index - VBIRX
22% -Gold- Global Capital Cycles Fund - VGPMX
21% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
2-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
48% - Cash -Short Term Bond Index - VBIRX
25% -Gold- Global Capital Cycles Fund - VGPMX
27% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2026
Active Allocation Bands (excluding cash) 0% to 50%
49% - Cash -Short Term Bond Index - VBIRX
29% -Gold- Global Capital Cycles Fund - VGPMX
22% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2025
Active Allocation Bands (excluding cash) 0% to 50%
30% - Cash -Short Term Bond Index - VBIRX
50% -Gold- Global Capital Cycles Fund - VGPMX
20% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2024
Active Allocation Bands (excluding cash) 0% to 50%
31% - Cash -Short Term Bond Index - VBIRX
50% -Gold- Global Capital Cycles Fund - VGPMX
19% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2023
Active Allocation Bands (excluding cash) 0% to 50%
29% - Cash -Short Term Bond Index - VBIRX
50% -Gold- Global Capital Cycles Fund - VGPMX
21% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2022
Active Allocation Bands (excluding cash) 0% to 50%
50% - Cash -Short Term Bond Index - VBIRX
50% -Gold- Global Capital Cycles Fund - VGPMX
0% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2021
Active Allocation Bands (excluding cash) 0% to 50%
55% - Cash -Short Term Bond Index - VBIRX
45% -Gold- Global Capital Cycles Fund - VGPMX
0% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2020
Active Allocation Bands (excluding cash) 0% to 50%
50%- Cash -Short Term Bond Index - VBIRX
50% -Gold- Global Capital Cycles Fund - VGPMX
0% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
1-1-2019
Active Allocation Bands (excluding cash) 0% to 50%
56%- Cash -Short Term Bond Index - VBIRX
36% -Gold- Global Capital Cycles Fund - VGPMX
8% -Lt. Bonds- Long Term Bond Index - VBLTX
0% -Stocks- Total Stock Market Index - VTSAX
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