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STRATEGY DESCRIPTION

Our "ASSET ALLOCATION: Dynamically Levered S&P 500-Multi & Fixed Income 2-ETF Combo Strategy" simultaneously holds the optimum ETF from two uncorrelated asset classes (S&P 500-based Equity and Fixed Income) in a 70:30 ratio, with the majority weighting placed on the S&P-500-based equity ETF. The strategy holds the two ETFs simultaneously. This combination of the two optimum ETFs from two uncorrelated asset classes provides a very steady accumulation of profits over long periods of time and is an excellent choice for retirement or other long-term savings goals.

With a compound annual growth rate of about 24%, this two-asset-combination allocation strategy more than triples the average return of the benchmark S&P 500 and outperforms 99.9% of all mutual funds every year. But outperformance is nothing without protection. When the S&P 500 crashed in 2008 and lost 37% of its value, by switching to the optimum ETF for conditions, this strategy actually returned +11.9%, and has beat its S&P 500 benchmark every year since inception. The strategy has never had a money-losing year.

Note: Our shortened designation for this strategy is: "AA-2-2: SPX-FIXED"

 



Preview Data

ASSET ALLOCATION:
S&P 500 / FIXED INCOME STRATEGY

SUMMARY PORTFOLIO RESULTS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.


This strategy holds two ETFs, a combination of the optimal S&P 500-based ETF and the optimal Fixed Income ETF at any given time. The S&P 500-based ETF is either long (SPY), short (SH), levered-long (SSO), levered-short (SDS), or it may hold a cash-proxy ETF (SHY). The Fixed Income ETF is the optimum selection at any given time from a 53-ETF Fixed Income universe.

 

 


 
 

 


ASSET ALLOCATION:
Dynamically Levered S&P 500 / Optimal Fixed Income (2 ETF) Strategy

MOST RECENT CHANGES

Strategies are updated each week, and if holdings are changed, those details are posted at this location on the page.
Otherwise, the last change remains posted along with its date, shares, and links to more details.

Most Recent Changes

* Click on each ETF's ticker in the above table to open an external page of news, charts and statistics.

 

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Preview Data

EQUITY CURVE CHARTS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

ASSET ALLOCATION:
Dynamically Levered S&P 500 / Optimal Fixed Income (2 ETF) Strategy

PERFORMANCE CHART SINCE INCEPTION (July 1, 2006)

NOTE: The blue line shown as the benchmark is a buy-and-hold of a 70% Equity and 30% Fixed income combination. The red line is the Strategy's performance since inception. Note: Preview equity curve charts on this page are updated at the first of each month. Subscription charts and all data is updated weekly.

 

ASSET ALLOCATION:
Dynamically Levered S&P 500 / Optimal Fixed Income (2 ETF) Strategy

PERFORMANCE CHART – LAST 12 MONTHS

NOTE: The blue line shown as the benchmark is a buy-and-hold of a 70% Equity and 30% Fixed income combination. The red line is the Strategy's performance  for the last 12 months. Note: Preview equity curve charts on this page are updated at the first of each month. Subscription charts and all data is updated weekly.



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Preview Data

KEY STATISTICS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

ASSET ALLOCATION:
Dynamically Levered S&P 500 / Optimal Fixed Income (2 ETF) Strategy

PERFORMANCE STATS - MONTHLY AND YEARLY

 

 

RISK MEASUREMENTS

 

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TRANSACTIONS / CLOSED POSITIONS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription Strategy (paid) pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

ASSET ALLOCATION:
Dynamically Levered S&P 500 / Optimal Fixed Income (2 ETF) Strategy

LAST 20 TRANSACTIONS

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ASSET ALLOCATION:
Dynamically Levered S&P 500 / Optimal Fixed Income (2 ETF) Strategy

REALIZED (CLOSED) POSITIONS (JULY 1, 2006 - Present)


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