RIP The 60/40 Portfolio, It’s Time Now For Hedged Aggression

Coompia77

Why I’m Writing Right this moment

I’m writing this text as a result of I’ve reached a pivot level in portfolio technique, and I’d wish to share my considering. A method pivot doesn’t essentially portend a inventory market pivot, however danger circumstances have modified considerably

18 Months S&P

S&P Final 18 Months (Constancy)

Money Supply, M1 & M2

Cash Provide, M1 & M2 (Federal Reserve Financial institution of St. Louis)

CEO Confidence Survey

CEO Confidence Survey (Convention Board)

Portfolio Segments & Risk Characteristics

Portfolio Segments & Threat Traits (Michael Gettings)

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Current Value

Dividend %

BIZD

$ 14.96

11.5%

IHDG

$ 39.55

11.7%

JEPI

$ 54.02

11.3%

FTRI

$ 12.40

8.2%

OXSQL

$ 24.94

6.5%

High-Yield Dividend Basket

Excessive-Yield Dividend Basket (Michael Gettings / Constancy)

Monte Carlo, Low IV Market

Monte Carlo, Low IV Market (Michael Gettings)

Monte Carlo, High-IV Markets

Monte Carlo, Excessive-IV Markets (Michael Gettings)

Portfolio, Risks & Returns

Portfolio, Dangers & Returns (Michael Gettings)

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