December 2023
November 2023
Dec 07, 2023
Please see the reporting deck linked below for full month, year, and far further back results. I wish I could more easily get the results out for a month completed when the last day of the month is a weekday, but this will have to do (the next day) for now.
Thanks you, don’t forget you can see daily updates on the strategies with near real time results. I owe a writeup on the DMS-4ETF allocation which is doing well.
Basically, the strategies are back in equities after a very strong November, see the deck for all the deets.
Happy holidays!
Full reporting Deck
Allocation worksheet
Thanks you, don’t forget you can see daily updates on the strategies with near real time results. I owe a writeup on the DMS-4ETF allocation which is doing well.
Basically, the strategies are back in equities after a very strong November, see the deck for all the deets.
Happy holidays!
Full reporting Deck
Allocation worksheet
October 2023
Dec 07, 2023
No changes in investments from yesterday’s Preliminary distribution, images below are from the Preliminary email. See link to the full deck just below for final numbers.
Quite a [difficult] year this is becoming.
Full reporting Deck.
Allocation worksheet.
Quite a [difficult] year this is becoming.
Full reporting Deck.
Allocation worksheet.
September 2023
Dec 07, 2023
Hi Randy,
What a terrible month September ended up being, and it actually triggered the majority of the strategies into Risk Off.
This has been a difficult year to be sure, and elections are around the corner. September is often a poor month in the markets and this year did not disappoint.
Here is the final September Reporting Deck.
Here is the Excel Allocation worksheet for October.
If you have any questions feel free to write me, that’s it for now.
:)
What a terrible month September ended up being, and it actually triggered the majority of the strategies into Risk Off.
This has been a difficult year to be sure, and elections are around the corner. September is often a poor month in the markets and this year did not disappoint.
Here is the final September Reporting Deck.
Here is the Excel Allocation worksheet for October.
If you have any questions feel free to write me, that’s it for now.
:)
August 2023
Dec 07, 2023
I had a crazy busy weekend working on a rental house, so an extremely short email with final results this time around.
Here is the final August Reporting Deck.
Here is the Excel Allocation worksheet for September.
If you have any questions feel free to write me, that’s it for now.
:)
Here is the final August Reporting Deck.
Here is the Excel Allocation worksheet for September.
If you have any questions feel free to write me, that’s it for now.
:)