We are a week away from launching the three Carson portfolios. Below are screen shots of the LRPC, BHS, and HA portfolios. I’ve added the USMV ETF to the investment quiver based on a reader recommendation.
I will go over the rules of investing next Friday when these portfolios are officially launched. Each portfolio begins with an initial investment of $10,000 and this is real money. These are not fictitious portfolios. The goal is to remove manager judgment as much as possible and to follow the spreadsheet recommendations as a way to test the validity of these three investing models. Back-testing tilts toward the LRPC and BHS options or models.
Carson LRPC Recommendations: Ten (10) ETFs are recommended by the LRPC option and we see a spread over several factors. There is a level of comfort in the diversity of this option based on current prices.
Carson BHS Recommendations: When the option or model shifts from LRPC to BHS, we see a definite move in the recommended ETFs. There is a concentration in the Bonds and Treasury ETFs. Ten (10) ETFs are still recommended.
Carson HA Recommendations: The HA model recommends the same ETFs as the BHS option. This is a bit surprising and will not always be the case.
Questions and comments are always welcome.