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i agree. Last trade on that bond/stock setup was 2010 so 9 year ago, too long for not re-balancing

see here...

hmm, but what if you choose the portfolio option there? and use 40% bond & 60% stock. would you want to rebalance those once a year? otherwise after 1 or x years, its not 40/60 anymore, since stock most likely will grow faster...

unfortunately not in the "Test Market Timing Models" https://www.portfoliovisualizer.com/test-market-timing-model#analysisResults

I didn't know that (monthly data), thanks. I was planning to simulate it anyway since i'm not sure if this strategy balances the portfolio (in this case stock vs bonds) and on what basis. i assume it re-balances yearly but it doesn't mention it. other portfolio systems (on same site) mention it...

thanks for the link, i'll have a look!

thanks. i changed the ETF's to versions with more historical data. and removed GLD (couldn't find one with longer history) results below, even less trades. regarding te dec '18 20% drop, for me it was -8.5% which was fine. 10% dd is ok, but the 30 or 50% freak me out ;-) @vanwinkel, check the...

Hi guys, Short: would like your feedback on below portfolio strategy. I finally got around reading ‘a random walk down wall street’ and I like it a lot. The one thing I don’t like is the performance of the buy & hold strategy chapter 15 etc. So I played around with a portfolio created on this...

here the chart & compared to spy. top 10 market cap, 10% each, rebalance 1x year on first trading day. a lot the same...

For those interested here is the excel i put together. its quite messy (sorry), i just wanted to see as quick as possible if this was investing more time... https://ufile.io/knsagphi since XOM AAPL MSFT GOOG where present in all years i first looked at those (buy first trading day of 2009...

Regarding the top 4, for 2010, dec 2009 info was used, for 2011 dec 2010, etc. When you use the top 10, you get 12.77% so slightly ahead of sp500 with 12.6%/yr I guess the issue is that stocks moving up in the list (gaining market cap) are the good ones, but the total results is compensated by...

here the results for only the top 4 (easier to do since they don't change) compared to sp500 invest $100,000 in 4 stocks or spy only period: buy 4th jan 2010, till now (so from dec. 2009 data) spy %/yr (ir.schema) -> 12.6% top4 %/yr(ir.schema) -> 18.4%

thanks redduck, i'll try and find it.

top 1 to 10 Dec-09 XOM MSFT WMT GOOG AAPL JNJ PG IBM T JPM Dec-10 XOM AAPL MSFT BRK-A GE WMT GOOG CVX IBM PG Dec-11 XOM AAPL MSFT IBM CVX GOOG WMT BRK-A GE PG Dec-12 AAPL XOM GOOG WMT MSFT BRK-A GE IBM CVX JNJ Dec-13 AAPL XOM GOOG MSFT BRK-A GE JNJ WMT CVX WFC Nov-14 AAPL MSFT XOM GOOG BRK-A JNJ...

here same changes i came across... https://www.visualcapitalist.com/chart-largest-companies-market-cap-15-years/

thanks pb4uski, with facebook, Berkshire, amazon, etc (the new kids) all outperforming the sp500, i guess the total result would be higher than the sp500 although it would largely depend on timing. if anybody knows historic market cap data of these stocks, let me know, would be interesting to...

Hi, I was wondering if anybody can give me some feedback on the following strategy Once a year (eg early January) buy top 10 of biggest companies (market cap). and swap/redistribute once a year when needed. So currently that would be, MSFT, AAPL, AMZN,GOOG, etc…...

Regarding Weyerhaeuser… First of all i’m terrible at picking individual stocks, that is why I stay away from it (even how tempting it is from time to time…) Also I believe in owning land and forestry, I like the idea of things growing (trees ;-) I don’t mind it takes 10 or 20years. But even if...

Hi guys, Thanks very much for all the replies. Interesting to read. So most advice is to stay away from it. With some who made a profit, mainly I think because of trust/knowing a friend, etc… Regarding Weyerhaeuser, thanks for the tip, what i understand its a stock (ticker: WY) but to be...

Does anybody here invest in land and or forestry? If so, can you let me know if you use a company to handle this and which one, perhaps a link or name etc. And where can I find other resources relating this subject, Perhaps a review site of various companies that offer land/forestry investment...

hi, i guess first question would be if it can be sold or if you are a big part of the business. [mod edit] further i think in the next years inflation will go up, (simply to inflate away the big government debts) if that happens its better to have something concrete opposite than cash in the...