Gyroscopic Investing

Thomas Hoog wrote: US PP: - 5, 1%
Boogleheads: + 4,6 %
European PP: - 7 %
My own 1,2,3,4 tweaked PP: - 2,3% (10% cash, 20 % gold, 30 % bonds, 40 % stocks). No rebalanced bounds hit (Gold 13%).

frugal wrote: Hi,

what does composes your Boglehead Portfolio?

Regards

smurff wrote:

Thomas Hoog wrote: US PP: - 5, 1%
Boogleheads: + 4,6 %
European PP: - 7 %
My own 1,2,3,4 tweaked PP: - 2,3% (10% cash, 20 % gold, 30 % bonds, 40 % stocks). No rebalanced bounds hit (Gold 13%).

What are your rebalancing bands for the 1234 tweak?

Thomas Hoog wrote:

smurff wrote:

Thomas Hoog wrote: US PP: - 5, 1%
Boogleheads: + 4,6 %
European PP: - 7 %
My own 1,2,3,4 tweaked PP: - 2,3% (10% cash, 20 % gold, 30 % bonds, 40 % stocks). No rebalanced bounds hit (Gold 13%).

What are your rebalancing bands for the 1234 tweak?

10 % up and down; So Cash can go down to 0 % (which never happen due to dividend and coupons). Normally the 20 % Cash bound will trigger the rebalance and then I should reinvest in all other 3 assets, but just buying the lagging asset is more practical.

smurff wrote:

Thomas Hoog wrote:

smurff wrote: What are your rebalancing bands for the 1234 tweak?

10 % up and down; So Cash can go down to 0 % (which never happen due to dividend and coupons). Normally the 20 % Cash bound will trigger the rebalance and then I should reinvest in all other 3 assets, but just buying the lagging asset is more practical.

Thanks.  And by bonds, do you mean LT Treasuries, or do you mean corporates, or munis, or a mix of these?

It's an interesting (and easy to remember) portfolio.

Thomas Hoog wrote:

frugal wrote: Hi,

what does composes your Boglehead Portfolio?

Regards

I don't have the Bogelhead portfolio. It is just a 60 %, stocks, 40 % bonds portfolio