I broke out the book and here is the breakdown:
7.5% Gold
7.5% Commodities
15% US Intermediate Bonds
40% US Long Term Bonds
30% Stocks/Index Fund
The portfolio must be rebalanced every year, minimum.
He claims there are four economic seasons this strategy is based on:
1. Inflation
2. Deflation
3. Rising economic growth
4. Declining economic growth
The average return from 1984-2013 was 9.72%.
I'm not even close to being an expert on this stuff or utilizing this strategy at this point. I just thought it was interesting and it got me thinking about taking advantage other types of markets with different strategies and buckets.
"Bull markets start at the time of pessimism. The rise on the time of skepticism. They mature at the time of optimism, and they end at the time of Euphoria!"-John Templeton
__________________
Todd
Last edited by Vegas69; 11-30-2016 at 08:42 PM.
|