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Preparing for Fixed Income Buying Opportunity

Interest rates are going up.   And going up big, it appears.  I'm using the 1980s 10 year treasury interest rates of 15.84%  as referenc...

Monday, December 12, 2022

New Investment Strategy Principles

Here are the principles for developing the Regarded Investment Strategy:
  • Simple to Use.   The strategy invests in 4-6 sectors using ETFs that have high volume trading.
  • Low Cost.  Using ETFs with relative low expense ratios.
  • Low Volatility.   Adjust positions weekly based on quantitative metrics to reduce downside risks.
  • Good Returns.  Meet or beat total market returns on an annual basis.
The results have been back tested and are delivering against the principles.

We have started an in-market test with limited funds this week.

For more on Strategies and Plans, check back every Monday for a new segment.

This is not financial nor investment advice. Please consult a professional advisor.

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