OK, so there are really no changes for January. Everything is the same… so let’s just hold on to what we got.
If you have some cash laying around that you’d like to invest, go ahead and buy TLT and maybe some USO. I’m fully invested, and shaved some year-end dividends from my accounts to help with expenses, so I’m not buying anything right now.
Here are the charts for our Basic investment: Thanks to Meb Faber:
And, here are the rest of the items I watch:
And, that’s it!!
If you are curious how this method is working, my total net worth for 2017 went up about 17% (including dividends). Not too shabby for a diversified portfolio.
If only it would keep doing this… if only…
Happy investing, and Happy New Year to all!
P.S.: In case you think you missed my mid-month post, I didn’t get around to it this time. I was too busy navigating the eldercare maze for my 93-year-old-mom who is resisting any kind of help at all… and fighting off a touch of the flu. Ugh! I would not wish this on my worst enemy. More on that later.
Yes I’m back with all my charts this month. What a ride yesterday, huh? Then, today a nosedive… but it seems to be stabilizing a bit.
OK, here are the charts for the Basic portfolio: (you know to always click on it for a full size picture, right?)
And, here are the rest of the charts, for everything else:
So, I guess if you want, you can throw a bit of cash into USO, but I’m pretty much out of cash (fully invested), right now, and I’m very happy with how things are going, so far. It makes things easy when there are no changes month to month.
At least, that’s what I’m doing. I’d love to post all my lovely graphs for you this month, but I don’t have access to the tools I usually use.
I’m caring for my elderly 93-year old mom, as she just got out of rehab. I’ll go back home, in a couple of weeks feeling guilty as hell, as I live quite a distance away, but the situation is what it is. More on that later.
I did get a chance to run thru the graphs, and everything is going up, except bonds, and that darned RWR, but I feel safe holding that for now. Bonds and RWR are the only ETFs that I have that are below the 200 day/40 week/10 month moving average line, so just hold on til next month.
If anyone has ever dealt with caring for an elderly person, I’m sure you are thinking, “Bea needs to hold on there, too.” LOL!
Sorry if you missed my mid-month rant/ruminations. I’m working on my Family History and writing a book. More on that later.
Anyway, the charts for this month are telling me to stay in, make no changes, and just sit tight. It was a great month, and my portfolio made some nice gains. Too bad every month isn’t like this one.
Here are the charts for the Basic timing model:
Note that RWR has been dancing around its 10-month, 40-week, moving average for several months. It took a bit of a dive this month, but came up slightly last week. So, I’ll hang on to it since I like getting the dividends. (Sorry, Meb).
Here are the rest of the charts:
That’s all for this month… enjoy the ride while it lasts!
It’s been a gentle roller coaster ride this past month, and now things are looking up, again. Since I use this Meb Faber Quant method (well, basically) only in my IRA account, and I’m fully invested, I won’t be buying the IEF, TLT or TIP bonds, which all ticked up (quite a bit) this month. Oh well… I’m still happy with the way things are going, and I’m holding IEF in another account, for dividends.
Before we get too complacent, though, September has traditionally been a crummy month for stocks, so we’ll just have to see how things are by the 30th. It will be on a weekend, which will allow us time to place any trades we might need to make at that time.
Without further ado, here are the charts:
So, that’s it for this month… Have a great holiday weekend, USA, and remember what Labor Day is for — to honor the workers that built our country.
Well, who’da thunk? It’s time to buy in to almost EVERYTHING, except TLT. I had to sell that this morning. Dividends are rolling in, since I’m practically fully invested, and net worth is sitting pretty.
How long will it last? What goes up, must come down eventually. Are you ready for that? Just keepin’ it real…
And, here are the charts for this month: (I hope by now you know that you can click on them for a bigger, clearer, view)
As you can see, TLT dipped below the 10 month moving average. DBC, GLD, and RWR all popped up above it, slightly, so buy those… I had to sell TLT before I had any cash to buy DBC, GLD, and RWR. LOL!
I have to say, I’m happy to see RWR back in the game, as it pays some nice dividends. If it hangs on through September, we’ll see some nice $$$ coming in from that.
Enjoy the ride, everyone, but watch out for when our “roller coaster” takes a dive. Always be ready for that.
I have to say, I love it when the month ends on a Friday, like June did this time. It gives me the whole weekend to go through my research, put the graphs together, and post my blog note. I also get to keep track of my net worth, pay bills, and do all the responsible adult stuff in one weekend. So, here’s what I’m going to do about my investments now:
IEF dipped below its 10-month moving average line, so I’m selling it, and holding on to everything else in the “Basic” Timing Model, or staying out, as indicated. RWR popped up almost to the line, but since the MACD is still negative, I’m going to stay out of it, and DBC. Here’s the chart I’m following for the Basic Timing Model.
And, here are the two charts for all the rest of my investments. Looks like it might be time to buy TLT, and sell TIP and GLD. Go figure…
Also, I’m buying a few more shares of T and VZ, since they’ve dipped below what I originally paid for them, but still are maintaining their dividends.
So, there you have it. The US markets will be open for a half day tomorrow, so you can take care of business and have a happy and safe 4th of July for US citizens and residents. I plan to. 🙂