Happy New Year to all and especially to ochotona! May deposits grow and income multiplies!

ochotona wrote: 10% gold, up 12.8%

Do you hold gold at Schwab too? What etf/fund?

The time of cash and gold is coming?

"It's Time To Hold Physical Cash", Fidelity Manager Warns Ahead Of "Systemic Event"

http://www.zerohedge.com/news/2015-06-2 ... emic-event

Any bitcoins left for a giveaway? Wanna try.

ochotona wrote:

ochotona wrote:0.6% in November

VEU was +0.6%

SWISX + SCHE combo was flat

Over short periods of time, these funds don't track perfectly

What an unfair disadvantage for Schwab. Is Vanguard better at composing their ETFs? Or, is it just this one incident?

ochotona wrote:0.6% in November

Oddly, SCHF and DBAW resulted in negative 0.69%.

ochotona wrote:No change to the GEM portfolio for December 2017. Still in 81% SWISX + 19% SCHE, or 100% in VEU.

Curious, what was November return in percentage?

BTW, why add TLT, GLD, and cash to the mix? For example, some analytics say that GLD will go down for a good while.

Here is also a review of the strategy with lists of advantages and disadvantages, http://awealthofcommonsense.com/2015/07/my-thoughts-on-gary-antonaccis-dual-momentum/ As the author rightfully noticed, GEM overperform S&P before 2009 because it does better in bearish markets. Perhaps, someone ca...

... Could not respond on your blog, but Gary Antonacci talks about different models on pages 98 and 101-122 in his FAQ, "On page 101 and 112 of my book I give a simplified logic for GEM so anyone can easily implement it using a free charting website. There is a minor difference if you calculat...

You bring up an interesting aspect of mutual funds. It explains your precision with the percents on your blog, to which I subscribed. Currently, I am all in ETFs (SCHF and DBAW) but your posts put me on the fence now. Antonacci lists these benefits of ETFs over mutual funds: - lower operating expens...

ochotona wrote:Schwab Mutual Funds and ETF

SWPPX tracks the S&P500 index. The momentum score is 23.57%

Mixing together SWISX 81%, SCHE 19% will approximate the ACWI ex-US. The momentum score is 23.38%

Using these securities, GEM is in the S&P500

Hi,

Why do you prefer mutual funds over ETFs?