Stocks are at all time high. Spent 3 weeks reviewing strategy, thoughts ? I am selling all and reallocating as follows
Quantitative system that rotates between 9 ETFs that represent some key asset classes. SPDR S&P 500 Trust ETF (SPY) for big stocks in the U.S. iShares Russell 2000 ETF (IWM) for small U.S. stocks iShares MSCI EAFE ETF (EFA) for international stocks in developed markets iShares MSCI Emerging Markets ETF (EEM) for international stocks in emerging markets. Invesco DB Commodity Index Tracking ETF (DBC) for a basket of commodities SPDR Gold Trust ETF (GLD) for gold Vanguard Real Estate ETF (VNQ) for REITs iShares 20+ Year Treasury Bond ETF (TLT) for long-term treasury bonds iShares 1-3 Year Treasury Bond ETF (SHY) for short-term treasury bonds
Don't time the market
Stocks are at an all time high roughly 85% of the time. Doesn't mean it's more likely to go down
Selling all? Good luck with your tax bill 😅
I sold all. This looks like a great reallocation srat. How much cash do you want to keep aside for getting back to Stocks?
550k is what you have right now
Mind to share why this strategy is better than say selling now; waiting for recession/ slow down; and re-invest? I am just a noob in investing.
Waiting is no fun.. this year billions is dollars were waiting and they lost 16% run.. why etfs, because the seasonal and sector rotation is normalized with this mix.. now worried if it drops 10% as opposed to big drops on a concentrated stock positiion
All of these have less than 10% ROI if we look at history?
You missed the most important thing, what is the allocation % for each index?
+1 to your obvious point! i.e. Yes, those are all fine options, I guess.
Equal weight