Search found 130 matches

by HappyMan
Fri Apr 24, 2020 8:34 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 498
Views: 133542

Re: Paul Novell's flagship strategy: SPY-COMP

ochotona wrote:
Fri Apr 24, 2020 12:19 pm
...

Yes, to go risk-on you need above the SMA or all 6 economic indicators green. He has an error % on top of the SMA, so it would be slightly more than the SMA.
Is this "secret sauce" on top of SMA your addition or his?
by HappyMan
Sat Apr 11, 2020 2:43 am
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 498
Views: 133542

Re: Tactical Asset Allocation + HBPP an intriguing combo

If tactical models go risk-on with a v-shaped recovery in stonks, I'm going to repeat what I did in 2019... express the risk preference by buying exactly what the Fed said they're going to buy... high yield bonds , iShares HYG, and gradually trade in the HYG for equities if the "V" sticks and we do...
by HappyMan
Thu Apr 09, 2020 12:10 pm
Forum: Variable Portfolio Discussion
Topic: Graphs and thoughts from HappyMan
Replies: 10
Views: 2071

Re: Graphs and thoughts from HappyMan

Here’s How 18 Different Portfolios Have Performed Since 1970

https://fourpillarfreedom.com/heres-how ... ince-1970/
by HappyMan
Tue Mar 31, 2020 9:30 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 498
Views: 133542

Re: Tactical Asset Allocation + HBPP an intriguing combo

ochotona wrote:
Tue Mar 31, 2020 2:58 pm
The GEM portfolio is in Bonds for April 2020 (AGG, BND, SCHZ).

And by now I can confirm that Paul Novell's SPY-COMP model got out of equities a month ago, on 2/28/2020. It's faster out, faster in.
Thanks for the update!
by HappyMan
Tue Mar 31, 2020 1:43 pm
Forum: Variable Portfolio Discussion
Topic: Graphs and thoughts from HappyMan
Replies: 10
Views: 2071

Re: Graphs and thoughts from HappyMan

Fidelity shuts three Treasury funds to new investors

https://www.ft.com/content/c0bc0af1-8e8 ... 7a0a0d7248
by HappyMan
Wed Mar 25, 2020 12:58 pm
Forum: Other Discussions
Topic: Kat Klub
Replies: 341
Views: 8847

Re: Kat Klub

vnatale wrote:
Sun Mar 22, 2020 9:07 pm
Since I have 19 total pets I thought I'd split this up into three posts....
Cute pets! Thanks for sharing!
by HappyMan
Sun Mar 22, 2020 10:05 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 498
Views: 133542

Re: Tactical Asset Allocation + HBPP an intriguing combo

Ochotona,

Well said!

Did not know you work as a psychologist part-time. ;-)
by HappyMan
Thu Mar 19, 2020 10:41 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 498
Views: 133542

Re: Tactical Asset Allocation + HBPP an intriguing combo

ochotona wrote:
Thu Mar 19, 2020 2:29 pm
HappyMan wrote:
Mon Mar 16, 2020 8:28 pm
Ochotona,

What is your rule for getting back in?

Keep us posted on when the newsletter suggests getting out of cash.
I can't give signals away, it's not my intellectual property
No need. Very much like you did this time. Tell about a signal after enough time passed.
by HappyMan
Mon Mar 16, 2020 8:28 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 498
Views: 133542

Re: Tactical Asset Allocation + HBPP an intriguing combo

Ochotona,

What is your rule for getting back in?

Keep us posted on when the newsletter suggests getting out of cash.
by HappyMan
Sun Mar 15, 2020 9:49 pm
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 498
Views: 133542

Re: Tactical Asset Allocation + HBPP an intriguing combo

Impressive!

How often those e-mails come?