Post #734 by rayvt on the Mechanical Investing board

Investment Strategies / Mechanical Investing

Unthreaded | Threaded | Whole Thread (9)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 2

I've glanced at DMFI a few times over the years. Never did it though.

PORTFOLIO VISUALIZER link (mutual funds): https://www.portfoliovisualizer.com/test-market-ti...

Dec'97-Jun'23 CAGR 6.90%
Took off from 2009 to now. Dec'08-Jun'23: CAGR 7.74%
But Dec'97 - Dec'08, these were essentially identical, DMFI 5.92%, Vanguard Total Bond 5.71%
Eleven (11) years of useless trading. Doesn't help, doesn't hurt.

PORTFOLIO VISUALIZER link (ETFs):
https://www.portfoliovisualizer.com/test-market-ti...

Dec'08 - Jun'23 CAGR 7.36%

So, yeah, looks like the ETFs and the funds are interchangeable.

There is probably some over-tuning here. 4 month look back gives 7.2% whereas 3 month & 5 month give 5.6%. Still better than BND, though.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (9)

Prev | Next

Announcements

Mechanical Investing FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.