Tactical Asset Allocation + HBPP an intriguing combo

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ochotona
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by ochotona » Mon May 11, 2020 2:23 pm

I'm happy with SPX 1700
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by pmward » Mon May 11, 2020 2:33 pm

ochotona wrote:
Mon May 11, 2020 2:23 pm
I'm happy with SPX 1700
If we were at SPX 1700 today I would also be very happy to buy. That would be a very low risk/high reward spot.
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by ochotona » Fri May 29, 2020 5:25 pm

Generalized Protective Momentum is 100% in IEF for June 2020, according what we see at TrendXplorer
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ochotona
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by ochotona » Tue Jun 30, 2020 3:59 pm

Generalized Protective Momentum for July 2020

Crash Protection IEF 33.33%
QQQ 22.22%
TLT 22.22%
GLD 22.22%


Data copied from TrendXplorer. I have adopted their Disclaimer as my own.
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by ochotona » Sat Jun 04, 2022 9:26 pm

UPDATE

My portfolio drawdown is about the same as the HBPP... -8.8%. But my growth has been a lot more, over the past two years (I've been gone about that period of time, right?) my portfolio is up 67% (of course, that includes new money as well as internal growth), and now I'm retirement-ready. I could hang it up at any time, but I have to keep working for the health insurance, until I can get on COBRA and coast to Medicare. That date is 12/31/2024.

67% TAA equity {currently in cash}
15% gold and miners
1% oil and gas well limited partnership
2% Bitcoin
1% Total Bond Fund
14% I-Bonds and Cash
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by vnatale » Sun Jun 05, 2022 7:56 am

ochotona wrote:
Sat Jun 04, 2022 9:26 pm

UPDATE

My portfolio drawdown is about the same as the HBPP... -8.8%. But my growth has been a lot more, over the past two years (I've been gone about that period of time, right?) my portfolio is up 67% (of course, that includes new money as well as internal growth), and now I'm retirement-ready. I could hang it up at any time, but I have to keep working for the health insurance, until I can get on COBRA and coast to Medicare. That date is 12/31/2024.

67% TAA equity {currently in cash}
15% gold and miners
1% oil and gas well limited partnership
2% Bitcoin
1% Total Bond Fund
14% I-Bonds and Cash


Ochotona! Welcome back! You HAVE been missed!
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by dualstow » Sun Jun 05, 2022 4:26 pm

ochotona wrote:
Sat Jun 04, 2022 9:26 pm
UPDATE
I remember when you were aquiring gold coins regularly until you hit a certain allocation. I wish I had been doing the same at those prices.
RIP Marcello Gandini
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by ochotona » Mon Jun 06, 2022 4:52 pm

dualstow wrote:
Sun Jun 05, 2022 4:26 pm
ochotona wrote:
Sat Jun 04, 2022 9:26 pm
UPDATE
I remember when you were aquiring gold coins regularly until you hit a certain allocation. I wish I had been doing the same at those prices.
And I bought Bitcoin at $10,500! A streak of good luck.
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Re: Tactical Asset Allocation + HBPP an intriguing combo

Post by ochotona » Sun Oct 23, 2022 11:46 am

Lately I am sitting on a 13% drawdown from the portfolio peak in late 2021. Most of it was attributable to my Junior gold Miners which collapsed, and also Bitcoin. I sold the BTC at a very good profit, but still took a massive DD from the peak value. I'm happy with -13% overall, I'm beating the 60/40 and even the 40/60. I'm beating the HBPP I think, which really is my benchmark for downside, not the 60/40.

Hindsight is 20-20... I wish I had just allocated to gold, not miners. But I got greedy. Greed will get you. But I am holding. I'm glad I got rid of the BTC, it was semi-fun while it lasted. Maybe again if it just cliff-dives to $3,500 which Gareth Soloway is not ruling out as a possible target.

Right now I'm sitting almost 100% in auto-rolled 13 week T-Bills, waiting for momentum to come back to some sector, but prepared to sit. I still have physical gold, the Junior Gold Miners, I-Bonds. I'm enjoying having a temporary holiday from being invested, it's calming.

I am noticing the historic drawdown in the HBPP and Golden Butterfly, a good sign for new entrants.
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