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SmithPP, HB-PP & BelangP Combined

Posted: Thu Apr 02, 2020 7:19 pm
by Hal
The SmithPP diversifies shares (plus bonds) internationally and BelangP has his minimum volatility "Sleep Easy Portfolios" for Gold/Bond mixes and Share/Gold mixes.

If you construct a portfolio consisting of 1/2 each:

International Shares/Gold (minimum volatility) Eg for Australia 62/38 ratio
and
Local Bond/Gold (min vol) Eg Australian 10 year Bond 85/15

Voila

If you are a Non-US PP'r you can get international diversification, a low volatility portfolio that looks very similar to the HBPP. Especially if you split the 10 year bonds allocation into 50/50 cash and 20 year bonds.

https://www.youtube.com/watch?v=K70aQh9ptpU