updated with Triad+

I can't say yet that it feels like 2008, but it feels similar to Q3 and Q4 of 2007 that's for sure. Big tech started to stumble, but I especially started to feel it when the S&P failed to match the previous high, on February 9, I've been assuming big downs after that day. We're certainly down fr...

Here are some metrics.

article here

https://dualmomentumsystems.com/?post=a-look-at-triad https://dualmomentumsystems.com/?post=permanent-portfolio-vs-triad This is the one you invented, right ? Though there is still a mystery behind it: Triad splits the portfolio into 1/3rds. Based on the lookback methodology (which I am not divulgi...

Thanks for the analysis, StrategyDriven. It prominently involves "Triad", which is not defined. I tried searching for it and the closest thing looks like an investment management company. What is the asset allocation of "Triad"? https://dualmomentumsystems.com/?post=a-look-at-tr...

The term safe withdrawal rate rates means something very specific … It is what it took to get through the worst outcomes we have had to date for a retirement period . It specifically pertains to 1907 , 1929 , 1937 , 1965 ,1966 . We have had nothing like those time frames since. What you have with o...

The term safe withdrawal rate rates means something very specific … It is what it took to get through the worst outcomes we have had to date for a retirement period . It specifically pertains to 1907 , 1929 , 1937 , 1965 ,1966 . We have had nothing like those time frames since. What you have with o...

I recently did a deep dive into withdrawal rates on my strategies. I see D1984 earlier in this thread talking about using Simba's annual numbers to test going back in time. One thing I would like to caution with this approach is that you do not see the extent of the drawdowns throughout the year, on...

I find the Golden Butterfly has better characteristics, it has had more shallow drawdowns, and also supports higher withdrawal rates in retirement. I agree, but backtesting being what it is...who knows. Sure, it may not do as well relatively speaking going forward, however, given that Pinwheel has ...

I find the Golden Butterfly has better characteristics, it has had more shallow drawdowns, and also supports higher withdrawal rates in retirement.

Talking about momentum strategies, have been quite a while since I want to ask you guys - what do you think about the Andreas Clenow's works, especially "Stocks on the move"? Simple linear regression (* coefficient of determination) - guess it cannot get any simpler than that for an 'algo...

Talking about momentum strategies, have been quite a while since I want to ask you guys - what do you think about the Andreas Clenow's works, especially "Stocks on the move"? Simple linear regression (* coefficient of determination) - guess it cannot get any simpler than that for an 'algo...

I'm not a mod so my opinion does not matter. Your explanation and the language used in the quote I posted do not seem to match. If I am a professional reading it, I would think that you want to retain the rights to the use of these strategies and that to use them I would have to inquire with you to...

I am not licensing it to anybody nor am I looking for that. I am just pointing out that it is for personal use. "The investment strategies and their investment selections presented within this report are free for your personal use, noting the disclosure above. These strategies are not allowed ...

Hey I don't want to be a dick because I think what you're doing is cool, but did I notice that you're advertising the licensing of these models to professionals when I specifically asked you about it before and you said that these strategies were for your personal and family use and that the websit...

As bad as September was, October was even better. I was personally down 5.12% in September, but up 8.59% in October.

The only strategy with a change for November is Triad, it adds IWS back into the investments.

The full deck can be viewed here.

Happy strategy investing.

You might want to check out Meb Faber's podcast, he talks about farmland investing fairly often and has interviewed a few people who run money in that area. I didn't search for those episodes but imagine you can search his podcast for farmland and find it pretty quickly.

Thought this was a really good debate, and a more professional delivery from Scott than his normal awe shucks...

Truly hope you enjoy and find it valuable. Countless hours went into developing these strategies, they were created for me and my family - but I happily share to those with interest.

Portfolio strategies like the Permanent Portfolio and Golden Butterfly are well respected, deservedly so - they have good returns with superior [to the market] risk profiles. And while a person may favor the low maintenance once a year rebalancing of these type of strategies, some of us don't mind t...

September was a terrible month in the markets, Triad and the Russell strategies have a change of investment for October.




The full reporting deck with September 2021 results and October 2021 investments can be viewed here.

As September comes to a close, it looks like the S&P is down almost 5.25% from recent highs. Not the 10% or more I have been expecting, but also one of the biggest pullbacks this year.

I don't know that I would call it a hobby, that could be taken as a demeaning term meaning it's not taken with the utmost serious intentions that it is. I am not an RIA, CFA, etc... I developed these strategies for my own use and opened them up for public consumption, it is a labor of passion. The ...

Apologies I wasn't referring to your personal investments in those strategies as being a hobby but rather whether the website was a hobby or if it was for some kind of commercial purpose. I do not charge for the strategy information, it's freely available to anybody who subscribes, I do put limits ...