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Toofuzzy

12/11/12 11:02 PM

#1160 RE: OldAIMGuy #1159

Hi Tom

My account has recovered nicely since 2008 or so but hasn't done much over the last few months.

The example is not what i own but what I would like to move towards.

Toofuzzy

ls7550

12/15/12 1:25 PM

#1161 RE: OldAIMGuy #1159

Hi Tom

For no particular reason other than its very quiet here, looking at a Taleb 15% speculative, 85% safe type asset allocation over a similar time period to that chart you posted, overlaid with another similar allocation that goes back a bit further in time (leveraged ETF history is limited so I had to use non leveraged versions)

Concept being around 7.5% in 2x Small Cap Value (UVT) and 7.5% in 2x Gold, with the remainder in bonds (TIP and 5 year Treasury). But etfreplay doesn't have data for UVT, so these snapshots are proxies (there's not much difference between these and the UVT/UGL versions).

Animated GIF (press the ESC key to halt the animation, you'll have to reload the image to get it running again)



Best regards.

Clive.

ls7550

12/17/12 11:39 AM

#1162 RE: OldAIMGuy #1159

Long thread about the UBHS Tom that you might find to be of interest (I haven't read it myself, just found it and thought of you).

http://www.bogleheads.org/forum/viewtopic.php?t=38374

Regards. Clive.