Market is down 3.7% since May 1st (S&P), my total investment portfolio is down 0.87%. This is exactly what I was looking for when I constructed this strategy. Less than a quarter of the loss of an all stock portfolio.
Even better my balanced portfolio based off of Ray Dalio’s all weather portfolio is actually up a slight bit. I haven’t measured the actual portfolio as it should be constructed, but I have been strategically buying stock funds off there lows with limit orders which it causing the slight rise. This has worked well…. but I still have plenty of money sitting in cash to continue buying these dips (or the option to shift out of bond more in the event of a collapse).
Here is my current portfolio breakdown. As I had stated in my last post I was moving more towards the final version of the portfolio last Friday, so hence the dip in cash.
Bond | 43.5% |
Stock | 37.9% |
Gold | 2.3% |
Real Estate | 4.3% |
Other Commodity | 1.1% |
Cash | 10.8% |