Dual Momentum GEM + HBPP a great combo, easy to test

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Kbg
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Re: Dual Momentum GEM + HBPP a great combo, easy to test

Post by Kbg » Fri Aug 03, 2018 10:21 pm

ochotona wrote:
Fri Aug 03, 2018 5:53 pm
I can dream, right?

The GEM pops out of stocks in 2019
Just as the 10 year Treasury hits 4%
Just as gold dives under $1000 because of the strong Dollar due to 4% bond yields

I rebalance gold back up to 10%, dump my stocks and go to bonds, and my retirement plan will work OK with 4% CAGR so who cares if no stocks?

After three years, in 2022, I buy back into the S&P500 at 1000. In the meantime, the banks did more QE, so my bond holdings have appreciated.

By 2026, my portfolio has doubled. I retire. The wheels fall off of the US Dollar due to trillion dollar deficits, gold goes to $5000 per ounce. Because I converted my IRA to Roth IRA, I escape most of the massively increased taxes needed to pay for Boomer retirement benefits.

I can dream, right?
https://www.youtube.com/watch?v=621Nk3Ubz4A
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