Douglas Bay New Zealand
The Darwin Portfolio is a “Buy-and Hold with periodic rebalancing” portfolio based on the Ray Dalio/Bridgewater Associates investment model. Performance of this portfolio since inception (possibly bad timing) is shown below:
or, in “stacked” format:
Based on current prices the recommended/calculated holdings are shown below:
The only significant differences (from current holdings) are in VNQ (currently holding 20 shares) so I will sell 6 shares of this ETF to re-balance. Calculations suggest selling 2 shares of VTI and buying 2 shares of VSS to rebalance to risk parity but, since these ETFs are in the “equity” asset class and the adjustments are small I will ignore the adjustments so as to minimize commission/trading costs.
David
Leave a Reply
You must be logged in to post a comment.