Thanks as usual for the great update. Would be interested in how you decided to bring back equities to the portfolio as recently you were more all bonds I remember.
You’re very welcome! To be clear it’s never a judgment call- positions are system generated. The choice to bring back equities largely comes from timing factors & inflation conditions showing potential strength. Relatively low signal right now, but we trade the markets in front of us.
For transparency would be nice to include the performance of your portfolio vs SP500 in these updates.
Thanks for posting this for free.
Thanks as usual for the great update. Would be interested in how you decided to bring back equities to the portfolio as recently you were more all bonds I remember.
You’re very welcome! To be clear it’s never a judgment call- positions are system generated. The choice to bring back equities largely comes from timing factors & inflation conditions showing potential strength. Relatively low signal right now, but we trade the markets in front of us.