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Investment Strategies / Mechanical Investing
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Author: FlyingCircus   😊 😞
Number: of 5498 
Subject: Timing & GTAA update
Date: 05/02/26 10:03 PM
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No. of Recommendations: 12
Timing Dashboard
+12: All in bullish, for 3 straight weeks. April was hella month, wasn't it?
Comment: I don't trust it given the volatile Middle East situation, but "the market" doesn't care what I think, and it "climbs a wall of worry".

GTAA status
Top 4 ranks by 1-3-6-12 month performance:
1 - IEMG (Emerging) & IJT (small cap growth)
3 - IJR small cap
4 - MTUM

Lower 6 asset classes in descending rank
SCZ
EFA
SPY
BIL (Cash)
VNQ
VNQI

Starting plan for May: (being mechanical)
* Rebuilding #1 allocations to Emerging and Smallcaps (12% each)
* Dropping out of EAFE.
* Adding 11% allocation to small cap growth.
* Completing 8% allocation to momentum funds.

When this is done, the portfolio will be roughly 50-50 equities & fixed income (focused on high yield.)

FC
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