I am a little slow posting this review as I analyzed/adjusted it last week. However, it’s a simple and slow moving portfolio so the tardiness is likely not too significant.
Prior to the adjustments I was holding VEA (International Equities) in the Kahneman portion of the portfolio and Cash (SHY) in the Tversky portion and performance looked like this:
Reviewing the Kahneman portion generated the following screenshot:
suggesting that no adjustments were necessary. Checking the rotation graphs (in anticipation of possible future changes) we saw this:
i.e. no likely change in the short term.
Moving on to the faster reacting Tversky portion generated the following recommendations:
and the following graphical picture:
so I rotated into TLT at the beginning of last week.
I should point out that this picture has since changed:
and VEU is now the recommended holding. However, this is a simple example of review date (timing) luck – that may turn out to be good luck or bad luck – so I’ll leave things as they are with TLT in the Tversky portion.
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