The Weird Portfolio - latest from Tyler/Portfolio Charts
Posted: Tue May 09, 2023 9:14 am
For those who don't follow Portfolio Charts here's a new post that might inspire you to do so:
https://portfoliocharts.com/2023/05/08/ ... more-63571
Now I've only read the first few pages of the 98 page free book linked to in the article but I have to say I find it really inspiring to see a risk-averse investor - much like myself albeit younger - taking to heart the information provided by Harry Browne and the Portfolio Charts site and using the lessons learned to create a unique portfolio that works for them. The Weird Portfolio (really deserves a better name - "Weird & Wonderful?") strikes me as being a balanced "mash-up" of the Golden Butterfly, Larry Swedroe and PInwheel portfolios. It has the 5 x 20% symmetry (and operational/rebalanncing simplicity) of the GB, the strong tilt to SCV and international of the Larry and a big slice of real assets (REITS) a la the Pinwheel.
Anyway, not only does the portfolio's historical performance speak for itself but far more impressively it takes one of the cornerstone lessons from Mr. Browne - the importance of designing a portfolio based on its ability to respond to all economic conditions rather than being fooled by past performance/backtesting - and applies it in a way that at least at first glance looks to me to be as robustly defensive as anything out there - the PP, GB and All Seasons included.
Great stuff.
https://portfoliocharts.com/2023/05/08/ ... more-63571
Now I've only read the first few pages of the 98 page free book linked to in the article but I have to say I find it really inspiring to see a risk-averse investor - much like myself albeit younger - taking to heart the information provided by Harry Browne and the Portfolio Charts site and using the lessons learned to create a unique portfolio that works for them. The Weird Portfolio (really deserves a better name - "Weird & Wonderful?") strikes me as being a balanced "mash-up" of the Golden Butterfly, Larry Swedroe and PInwheel portfolios. It has the 5 x 20% symmetry (and operational/rebalanncing simplicity) of the GB, the strong tilt to SCV and international of the Larry and a big slice of real assets (REITS) a la the Pinwheel.
Anyway, not only does the portfolio's historical performance speak for itself but far more impressively it takes one of the cornerstone lessons from Mr. Browne - the importance of designing a portfolio based on its ability to respond to all economic conditions rather than being fooled by past performance/backtesting - and applies it in a way that at least at first glance looks to me to be as robustly defensive as anything out there - the PP, GB and All Seasons included.
Great stuff.