Portfolio Allocation Idea

Intermediate-term asset allocation model

Mid-Game Change Up

As I spoke about in this morning email about being the best at what your good at, subscribers will find below my intermediate-term asset allocation model breakdown. I’ve broken down the positions between long and short positions. Presently I am holding only ETF’s and individual bonds in the near future. I presently do not hold individual stocks due to the economic environment that we are in today. I suspect that will change in the future.

I’ve also included Max Allocation for each investment category. This is to prevent to much of one investment. As the investment landscape changes, I will update the allocation to each investment as well as add and subtract.

I have set up a Google Sheets tracker as well as a paper trading account with TD Ameritrade so that you can see the performance over time. I will post that each morning with my morning update as well as let you know when I make changes.

Thank you for your support. I welcome questions, comments and suggestions.

Subscribers: asset allocation model