Perfect Five-ETFs

Rebalancing my Perfect 5 ETF portfolio to hedge against a break through the February 8 low

Rebalancing my Perfect 5 ETF portfolio to hedge against a break through the February 8 low

March 23, 2018 | Daily JAM, GLD, Perfect Five-ETFs, Volatility, You Might Have Missed | 2 comments

When I last rebalanced my Perfect 5 Active Passive ETF Portfolio on January 16, I said that I’d rebalance it again on July 1–unless events intervened to force an unscheduled rebalancing. Well, events have indeed intervened. The S&P 500 index closed within a handful of points of the February 8 low today, March 23. If the index and the U.S. stock markets were only going to drop another few points and then hold (or even bounce on that low), I wouldn’t feel the need to rebalance. But there’s a good chance the market will fail its test of the February 8 low.

Finally. As promised. Perfect 5 ETF Portfolio performance and rebalancing–up 8.6% since October

Finally. As promised. Perfect 5 ETF Portfolio performance and rebalancing–up 8.6% since October

January 16, 2018 | Daily JAM, Perfect Five-ETFs, Volatility, You Might Have Missed | 5 comments

Back in October 2017 I set up a very simple portfolio of 5 ETFs with the goal of beating the performance of a Standard & Poor’s 500 ETF (so that’s the benchmark) with less risk (because of the added diversification.) I said that I would rebalance this portfolio as needed–or on a six month schedule (which ever came first.) But that this would be a relatively passive portfolio of passive ETFs–but with some active management thrown in by way of those shifting allocations. Well, the portfolio certainly isn’t six months old, but we have flipped the calendar page into 2018 so I’m going to do the first performance report now and at the same time do an initial rebalancing of assets.