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Our model statistically quantifies which years to " stay in May" and diversifies into long bonds in applicable years when the model would allocate into cash. Right now there is a chance that it will allocate to long bonds in July ...
@hank Howdy, We exited most of the equity side two months ago. We'll either be happy with the bonds for several months; or find our monetary arses flat to slightly down for the next six months. Take care, Catch
I always stay invested throughout the year and am very happy that Im diversifiied- one of my bottom holdings last year is leading the pack this year: VNQ at 14.2% ytd. followed closely behind by my utility funds FRUAX at 12.91 and MMUIX at 10.27 ytd.
Comments
http://seekingalpha.com/instablog/1109542-market-map/2878563-market-map-model-2-with-sell-in-may-goes-to-cash
Regards,
Ted
Howdy,
We exited most of the equity side two months ago. We'll either be happy with the bonds for several months; or find our monetary arses flat to slightly down for the next six months.
Take care,
Catch