Visitor with Sweet Tooth
Although I check this portfolio more frequently it is my intention to refrain from making adjustments more frequently than quarterly unless recommended (risk parity) holdings get significantly out of line. Current calculations show the following recommended holdings:
and current holdings are VTI/9, VSS/18, VNQ/20, TLT/15, GLD/17. These are close enough and I don’t want to rack up unnecessary costs by adjusting at this time – so holdings will remain the same going forward.
Performance to date looks like this:
or, in stacked format:
Performance has been less than stellar for this portfolio since inception with a calculated Internal Rate of Return of close to minus 18%. Of course, this is a result of the luck of inception date – close to market tops. It is a low effort job to manage this portfolio so we will hang in there and look for more positive times.
David
Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
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