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Last Post: 2/27/2021 6:47:31 PM - Followers: 1 - Board type: Free - Posts Today: 0

New message board for Asset Allocation Strategies.  Some ideas -
                   
                                                         

S+P 500 -
***************


Technology ---------------- 22%
Healthcare ----------------- 16%
Financial Services ------- 14%
Communication Svcs -- 11%
Consumer Cyclical ------ 10%
Industrials ------------------ 8%
Consumer Defensive ---- 8%
Utilities ---------------------- 3%

Energy ----------------------- 3%
Real Estate ----------------- 3%
Basic Materials ------------ 2%



============================================================


Ray Dalio - 'All Weather Portfolio'
******************

https://www.youtube.com/watch?v=c0ARb1N-3kM


Stocks ----------- 30%
Treasuries ------ 55% (Long term 40%, Intermediate Term 15%)
Gold -------------- 7.5%
Commodities -- 7.5% 



===========================================================


7-Twelve Allocation -
**********************************

https://www.youtube.com/watch?v=8rTBEZSL7-4


Stocks -
Large Cap US - 8.3%
Mid Cap US - 8.3%
Small Cap US - 8.3%
Developed Intl - 8.3%
Emerging Intl - 8.3%


Real Estate - 8.3%
Natural Resources - 8.3%
Commodities - 8.3%

Bonds -
US Bonds - 8.3%
TIPS - 8.3%
Intl Bonds - 8.3%


Cash - 8.3%

__________________________________________________________________



Advanced Research Investment Solutions Risk Parity ETF (RPAR) -

Stocks - 25%
Gold - 17.5%

Commodities - 15% (Industrial) 
Bonds - TIPS - 20%
Bonds - Long Term Treasuries - 42%


(Note -the ETF is 20% leveraged)


============================================================


STOCKS -
**************************

iShares Core S+P Total US Stock Market ETF (ITOT) (0.03%) ------------- 1.89%
Vanguard Total Stock Market ETF (VTI), (Exp - 0.03%) ----------------------- 1.95%
Vanguard Total World Stock ETF (VT), (Exp - 0.10%)


iShares Core S+P 500 ETF (IVV) (0.04%) ----------------------------------------- 1.94%
SPDR S+P 500 ETF (SPY) (0.0945%) ----------------------------------------------- 2.25%
Vanguard 500 Index ETF (VOO), (0.03%) ----------------------------------------- 2.03%



HIGH DIVIDEND -
************************

Fidelity High Dividend ETF (FDVV) - (0.29%) ----------------------------------- 4.34%
iShares Core High Dividend ETF (HDV) - (0.08%) ----------------------------- 4.29%
Schwab US Dividend Equity ETF (SCHD) - (0.06%) ---------------------------
SPDR - High Dividend ETF (SPYD) - (0.07%) ------------------------------------
Vanguard High Dividend Yield ETF (VYM) - (0.06%) -------------------------- 3.68%



UTILITIES -
******************

Fidelity MSCI Utility Index (FUTY) - (0.08%) ------------------------------------ 2.86%
SPDR - Utilities Select Sector ETF (XLU) - (0.13%) --------------------------- 3.51%
Vanguard Utilities ETF (VPU) - (0.10%) ------------------------------------------- 3.21%



CONSUMER STAPLES -
*************************************

Fidelity MSCI Consumer Staples Index ETF (FSTA) - (0.08%) ------------- 2.60%
SPDR Consumer Staples ETF (XLP) - (0.13%) ---------------------------------- 3.04%
Vanguard Consumer Staples ETF (VDC) - (0.10%) ---------------------------- 2.73%



REITS -
***************

Fidelity MSCI Real Estate Index ETF (FREL) - (0.084%) ---------------------------
iShares Core US REIT (USRT) - (0.08%)
SPDR Real Estate Select (XLRE) - (0.13%)
Vanguard Real Estate ETF
(VNQ) - (0.12%) -------------------------------------------- 


ENERGY -
*****************

Fidelity MSCI Energy Index ETF (FENY) (Exp - 0.08, Assets - 409 mil, Yld - 3.63%)
Invesco CleanTech ETF (PZD) (Exp - 0.68%, Assets - 201 mil)
SPDR Energy Select Sector ETF (XLE) (0.13%, Yld - %)
Vanguard Energy ETF (VDE) (Exp - 0.10%, Yld - 2.71%)
Tortoise North American Pipeline Fund ETF (TPYP)(Exp - 0.40%)



FINANCIAL -
********************

ETFMG Prime Mobile Payments ETF (IPAY) (Exp - 0.75%, Assets - 479 mil, Yield - 0.04%)


TECHNOLOGY -
***************************

Cloud Computing ETF(SKYY)
Fidelity MSCI Info Tech Index ETF (FTEC) (Exp - 0.084%, Assets - 2.6 Bil, Yld - 1.13%
Global X Cloud Computing ETF (CLOU)
Wisdom Tree Cloud Computing ETF (WCLD)

BlueStar Israel Technology ETF (ITEQ) (Exp - 0.75%, Assets - 82 mil, Yield - 0.24%)

ETFMG Prime Cyber Security ETF (HACK) (Exp - 0.60%, Assets - 1.2 Bil, Yield - 1.79%)
First Trust Nasdaq Cybersecurity ETF (CIBR) (Exp - 0.60%, Assets - 1.2 Bil, Yield -1.80%)
Shares Cybersecurity and Tech ETF (IHAK) (Exp - 0.47%, Assets - 16 mil, Yield - n/a



ProShares Short S&P 500 (SH)

__________________________________________________________________________

BONDS -
************************

iShares Core Total USD Bond Market ETF (IUSB) -------- (7.69 years) ----------------------------- 2.50%
iShares Core 10+ Year USD Bond ETF (ILTB) - (0.06%, 23 years) ---------------------------------- 3.17%
iShares Core US Aggregate Bond ETF (AGG) - (0.05%, 7.84 years) -------------------------------
iShares Core 5-10 year USD Bond ETF (IMTB) - (0.06%, 5.66 years) ------------------------------
SPDR - Portfolio Aggregate Bond ETF
(SPAB) - (0.04%, 8.1 years) -------------------------------- 2.35%
Vanguard Total Bond Market ETF (BND) - (66% US Govt, 34% Corp, 5.9 yrs) - 3.17% 2.29%
Vanguard Intermed Term Bond ETF (BIV) - (54% US Govt, 46% Corp, 6.3 yrs) 3.24% 2.14%
Vanguard Long Term Bond ETF (BLV) - (44% US Govt, 56% Corp, 15 yrs ) ------------- 3.96% 2.96%


CORPORATE -
************************

iShares Broad US Corporate Bond ETF (USIG)
iShares Intermediate Term Corporate Bond ETF (IGIB)
SPDR Portfolio Corporate Bond ETF (SPBO)
SPDR Short Term Corporate Bond ETF (SPSB)
SPDR Intermediate Term Corporate Bond ETF (SPIB)
SPDR Long Term Corporate Bond ETF (SPLB)
Vanguard Total Corporate Bond ETF (VTC) - (100% Corp, 11.6 yrs) ---------------------- 3.33% 3.11%
Vanguard Short Term Corporate ETF (VCSH) - (100% Corp, 2.7 yrs) --------------------- 3.43% 2.31%
Vanguard Intermediate Term Corporate ETF (VCIT) - (100% Corp, 6.5 yrs) ------------- 4.04% 2.79%
Vanguard Long Term Corporate ETF (VCLT) - (100% Corp, 23.8 yrs) --------------------- 4.67% 3.62%


MUNICIPAL -
********************

Vanguard Tax-Exempt Bond ETF (VTEB) - (0.09%) --------------------------------------- 2.80%


TREASURY - 
********************

iShares US Treasury Bond ETF (GOVT)
iShares 3-7 Year Treasury Bond ETF (IEI) - (0.15%) ---------------------------------------------- 1.45%
iShares 7-10 Year Treasury Bond ETF (IEF) - (0.15%) -------------------------------------------- 1.52%
iShares 10-20 Year Treasury Bond ETF (TLH) - (0.15%) ----------------------------------------- 1.72%
iShares 20 + Year Treasury Bond ETF (TLT)
SPDR Short Term Treasury Bond ETF (SPTS)
SPDR Long Term Treasury Bond ETF (SPTL)
Vanguard Intermediate-Term Treasury ETF
(VGIT) - (0.07%) ---------------------------------- 1.57%
Vanguard Long Term Treasury ETF (VGLT) - (17.4 years) --------------------------------------- 2.04%

___________________________________________________________________________

CASH -
********************

T Rowe Price Government Money Fund (PRRXX) - (0.44%) ---------------------- 2.08%
Vanguard Federal Money Market Fund (VMFXX) - (0.11%) ---------------- 2.33%
Vanguard Municipal Money Market Fund (VMSXX) - (0.16%) -------------1.43%


___________________________________________________________________________

GOLD -
*********************

iShares Gold Trust ETF (IAU) - (0.25%) -------------------------------------------- 0%
SPDR Gold Shares ETF (GLD) - (0.40%) --------------------------------------------------- 0%
SPDR Gold Mini Shares ETF (GLDM) - (0.18%) ------------------------------------------ 0%
VanEck Vectors Gold Miners (GDX) - (0.52%) ------------------------------------------- 0.37%
VanEck Vectors Junior Gold Miners (GDXJ) - (0.53%) -------------------------------- 0.07%
Franco-Nevada Corp (FNV) - Gold-focused royalty stream (Mkt cap - 21 Bil, Div - 0.88%)


SILVER -
***********************

iShares Silver Trust ETF (SLV)
Global-X Silver Miners ETF (SIL)


_________________________________________________________________________
_________________________________________________________________________


Vanguard Wellesley Income Fund (VWIAX) - 
***************************************************************************

         62% Bonds, 38% Stocks

        
 Admiral Shares - $50,000 min (Exp - 0.16%) --------------------  3.29%
         Regular Shares - $3,000 min (Exp - 0.23%) ---------------------- 3.22%
         Avg bond duration - 9.5 years
         
         Holdings (as of 6-18) -
         
         US Bonds (48.0%)
         US Stocks (30.8%)
         Intl Bonds (12.8%)
         Intl Stocks (5.6%)        
         Cash, Other (1.8%)


___________________________________________________________________


Vanguard Balanced Index Fund (VBIAX) - 60% Stocks, 40% Bonds
************************************************************

Stocks (US) - 59.7%
Bonds (US) - 39.9%
Yield - 2.4 %
Expense Ratio - 0.07%
Min - $3000


 
Name Symbol % Assets
Apple Inc AAPL 3.23%
Microsoft Corp MSFT 2.88%
Amazon.com Inc AMZN 2.43%
Facebook Inc A FB 1.14%
Alphabet Inc Class C GOOG 0.78%
Alphabet Inc A GOOGL 0.77%
Johnson & Johnson JNJ 0.71%
Berkshire Hathaway Inc Class B BRK.B 0.68%
Procter & Gamble Co PG 0.62%
Visa Inc Class A V 0.61%


_____________________________________________________________________

Vanguard Total World Stock ETF (VT) -
*********************************************************


57% - North America
19% - Europe
14% - Pacific
10% - Emerging Markets
<1% - Middle East
<1% - Other

_____________________________________________________________________________

Vanguard FTSE Developed Markets ETF (VEA) -
***********************************************************
53% - Europe 
38% - Pacific 
8% - North America 
<1% - Emerging Markets 
<1% - Middle East
<1% - Other


______________________________________________________________________________


Stocks - 
*****************
            - Broad Index
            - High Dividend 
            - Large Cap
            - Mid Cap
            - Small Cap
            - Sector
            - International 


Bonds / Fixed Income -
******************************************
           - Bank CDs
           - Corporate Bonds
           - Municipal Bonds
           - Treasury Bonds

Cash -
**************
          - Money Market
          - Bank Accounts

Gold + Silver -
**************************
            - Physical Metals
            - ETFs, Mutual Funds

Trading - 
************************
             - Covered Calls
             - LEAPS
             - Stocks, ETFs

Real Estate - REITS -
**************************************
            - Data Centers
            - Healthcare facilities
            - Industrial / Warehouses
            - Office
            - Private Prisons
            - Residential
            - Retail
            - Storage
            - Telecom Towers

Real Estate - Other -
*************************************
                - Rural Property
                - House
                - Commercial, Office
                - Vacation Home  
                - Rental Property
                - Farmland
                - Raw Land

Commodities -
***************************
                  - Agro
                  - Lumber
                  - Mining
____________________________________________________

Collectibles -
************************
                   - Art
                   - Cars, Motorcycles
                   - Coins
                   - Guitars
                   - Posters
                   - Records  
                   




 
PostSubject
#89   >>> Warren Buffett: Bond investors world-wide 'face a gfp927z 02/27/21 06:47:31 PM
#88   >>> It’s Time to Rethink This Tried-and-True Investment Strategy gfp927z 01/10/21 09:58:07 PM
#87   >>> Dizzying Valuations, IPO Craze Tick Boxes on gfp927z 01/02/21 11:21:05 PM
#86   >>> Why Investors Are Pulling Money From Vanguard’s gfp927z 12/27/20 11:33:29 PM
#85   >>> The RPAR Risk Parity ETF Surpasses $500 gfp927z 11/22/20 01:09:54 PM
#84   >>> The 60/40 Portfolio Is Muzzling Critics With gfp927z 11/22/20 12:04:11 PM
#83   >>> Top Picks 2020 - Vanguard Balanced Index gfp927z 10/28/20 09:03:08 PM
#82   >>> This long-forgotten ‘safe’ portfolio just had its gfp927z 08/13/20 08:51:59 AM
#81   >>> JPMorgan’s Math Shows Why U.S. Stocks Can gfp927z 06/02/20 06:02:29 PM
#80   Uncorrelated asset classes - gfp927z 05/30/20 11:10:35 PM
#79   >>> New York Gold Traders Are Drowning in gfp927z 05/27/20 11:08:41 PM
#78   >>> Investors Pile Into Stocks That Win in gfp927z 05/27/20 09:00:35 PM
#77   >>> 6 ETF Areas Beating S&P 500 in 2020 gfp927z 05/12/20 11:21:02 AM
#76   I've spent time thinking about how IHUBers allocate bar1080 05/07/20 02:59:47 PM
#75   Bar, >> red hot play, plunge in gfp927z 05/07/20 02:02:50 PM
#74   You're kicking a dead horse. For local slobbering bar1080 05/07/20 12:57:50 PM
#73   >>> Buffett: 'I would disagree quite violently' with gfp927z 05/06/20 11:03:52 PM
#72   >>> The Retirement ‘Bucket Strategy’ Didn’t Leak During gfp927z 04/19/20 11:56:32 AM
#71   >>> BlackRock Becomes Key Player in Crisis Response gfp927z 04/18/20 09:14:14 PM
#70   Here is where the 're-entry' funds will be gfp927z 04/05/20 06:18:12 PM
#69   >>> A $33 Billion ETF Sees Most Cash gfp927z 03/25/20 11:23:43 AM
#68   >>> Utilities Plunge: Making Sense Of The Sector's gfp927z 03/23/20 04:23:54 PM
#67   Fwiw, started nibbling today, and will be using gfp927z 03/20/20 11:08:09 AM
#66   >>> High-Grade Bond-Fund Outflows Hit $35.6 Billion, Smashing Record gfp927z 03/19/20 06:41:11 PM
#65   Some vehicles (ETFs) to re-enter the stock market gfp927z 03/14/20 07:40:49 PM
#64   >>> Best & Worst ETFs During Market Chaos gfp927z 03/07/20 10:42:31 PM
#63   >>> Heading Into Negative (Real) Interest Rates gfp927z 03/06/20 08:10:04 PM
#62   >>> Hottest Bond Market in History Is Starting gfp927z 03/03/20 10:53:39 AM
#61   Here's how the various sectors have performed since gfp927z 03/01/20 11:34:01 AM
#60   Looking at how the various 'hedges' did today gfp927z 02/24/20 07:17:31 PM
#59   >>> There’s a Wall of Cash Eager to gfp927z 02/16/20 03:50:27 PM
#58   Ray Dalio and Jim Rickards each have a gfp927z 02/14/20 11:27:06 PM
#57   More on Ray Dalio's 'All Weather Fund' allocation - gfp927z 02/12/20 12:00:56 PM
#56   Ray Dalio's recommended 'All Weather Fund' portfolio, which gfp927z 02/11/20 11:12:29 PM
#55   >>> 6 biggest pitfalls for investors gfp927z 01/24/20 11:36:43 AM
#54   A comparison of how the various asset classes gfp927z 12/15/19 10:34:13 AM
#53   Triumph for indexing - >>> Active fund managers gfp927z 12/09/19 12:02:15 PM
#52   >>>2 Investments To 'Load Up' Before The Recession gfp927z 12/02/19 09:33:32 AM
#51   >>> 5 Ideas to Build Wealth Outside the gfp927z 11/11/19 12:37:30 PM
#50   >>> Calls Persist for Negative U.S. Yields Even gfp927z 11/03/19 08:27:41 PM
#49   >>> Thank These Five Stocks as S&P 500 gfp927z 10/28/19 11:32:32 AM
#48   >>> Q4 market update: Late cycle and lower rates gfp927z 10/17/19 11:33:44 AM
#47   >>> Markets: Late cycle and more volatile gfp927z 09/26/19 01:36:20 PM
#46   Wow, silver resumes its climb, up almost 5% gfp927z 09/23/19 02:09:59 PM
#45   Recent interview with Jim Rickards - gfp927z 09/21/19 07:13:51 PM
#44   Since the Fed has failed in its attempt gfp927z 09/21/19 07:09:40 PM
#43   Allocation strategy for 2020 - gfp927z 08/24/19 09:59:18 AM
#42   This chart says it all - gfp927z 08/17/19 12:27:39 PM
#41   >>> Swagger Seeping Out of Stocks as Bond gfp927z 08/17/19 12:05:03 PM
#40   GLDM - >>> Pinch Pennies With a New gfp927z 08/06/19 12:38:23 PM
PostSubject
Consent Preferences