Replies to post #43713 on A.I.M. Users Bulletin Board (AIMUSERS)

[Toofuzzy]

I read an article years ago about the investment advise of the Talmud.

1/3 business, 1/3 land, 1/3 gold

Then there is what I call "slow AIM " , a diversified portfolio that you rebalance once per year. Large, small value, foreign, REIT, BOND or whatever assets you think are appropriate.

Not always
Toofuzzy

[SFSecurity]

Hi Is7550, A couple of questions on your interesting post. First of all when you say "stocks," what are you referring to, S&P 500 or some other consolidated ETF?

Next, the column with the 1's and 0's references what?

Third, would monthly resetting get significantly different results?

Finally, does it make any difference when one does the reset between the stocks and gold? I've read in a couple of place - don't recall where at the moment - that it can be better to to the reset at the first trading day of the next period one is working with.

[ls7550]

Hi SFSecurity

when you say "stocks," what are you referring to, S&P 500 or some other consolidated ETF?

Next, the column with the 1's and 0's references what?

Data was sourced from portfoliovisualizer, for US Stocks yearly values, which when benchmarked to the Vanguard 500 looks to be relatively close http://tinyurl.com/y2vr3hgp

The 1 and 0 column values were just something I added in in order to calculate the overall average for years when stocks were the best performing asset, or when gold was the best performing asset (compared to each other).

As for timing reviews rather than just once yearly calendar reviews - could work better (or worse) according to how successful (or not) such timing might be. No guarantees either way really. Best perhaps just to once yearly review at the end of a tax year, so you can trade either in the old or new year according to whatever might be the more tax efficient.

Edit : Opps! Replied (linked) to my own posting rather than https://investorshub.advfn.com/boards/read_msg.aspx?message_id=149550496