March 2025
March 2025
Mar 31, 2025
All of the strategies go less risky. Many go into VGSH, short term Government debt. Others scale back significantly. The strategies are taking a wait and see approach after the performance of the past months.
Be sure to look at the Strategy and Model Portfolio Fact Sheets, the following PDF/Excel files are combined into the single ZIP for download, link below:
DMS Model Portfolios
DMS Strategies
DMS Bamboo Allocations
DMS High Test
DMS Allocation Spreadsheet
…all of the above included in this Zip file.
As always, subscribe for free to get the Reporting Decks as soon as they are released.
Be sure to look at the Strategy and Model Portfolio Fact Sheets, the following PDF/Excel files are combined into the single ZIP for download, link below:
DMS Model Portfolios
DMS Strategies
DMS Bamboo Allocations
DMS High Test
DMS Allocation Spreadsheet
…all of the above included in this Zip file.
As always, subscribe for free to get the Reporting Decks as soon as they are released.
February 2025
Mar 31, 2025
Last month I mentioned: “We got news of North America tariffs, 5 years ago we signed the USMCA (new NAFTA) and now it is broken with new tariffs to Mexico and Canada. Is this a posturing or is it just a new tax on the American public? Regardless of the answer to that question, it caused a 1% drop in the market late Friday afternoon, bump in the road or something more? We will see soon enough.”
Looks like we got a bit of pullback, likely from all the tariff talk, and other geopolitical events.
Regardless, we had a great January, and February was looking stellar right up until it wasn’t… Time to see if this is a ‘buy the dip’ or something else.
Not many changes for the strategies month to month, see the reporting decks, and image below of changes to the main strategies is after the chart of February 2025 Russell 1000.
GPMv goes fully invested for February, and Triad goes more aggressive, but keeps a 1/6th position in BIL.
Be sure to look at the Strategy and Model Portfolio Fact Sheets, the following PDF/Excel files are combined into the single ZIP for download, link below:
DMS Model Portfolios
DMS Strategies
DMS Bamboo Allocations
DMS High Test
DMS Allocation Spreadsheet
Reporting Desks and Allocation file download.
Looks like we got a bit of pullback, likely from all the tariff talk, and other geopolitical events.
Regardless, we had a great January, and February was looking stellar right up until it wasn’t… Time to see if this is a ‘buy the dip’ or something else.
Not many changes for the strategies month to month, see the reporting decks, and image below of changes to the main strategies is after the chart of February 2025 Russell 1000.
GPMv goes fully invested for February, and Triad goes more aggressive, but keeps a 1/6th position in BIL.
Be sure to look at the Strategy and Model Portfolio Fact Sheets, the following PDF/Excel files are combined into the single ZIP for download, link below:
DMS Model Portfolios
DMS Strategies
DMS Bamboo Allocations
DMS High Test
DMS Allocation Spreadsheet
Reporting Desks and Allocation file download.
January 2025
Mar 31, 2025
We got news of North America tariffs, 5 years ago we signed the USMCA (new NAFTA) and now it is broken with new tariffs to Mexico and Canada. Is this a posturing or is it just a new tax on the American public? Regardless of the answer to that question, it caused a 1% drop in the market late Friday afternoon, bump in the road or something more? We will see soon enough.
GPMv goes fully invested for February, and Triad goes more aggressive, but keeps a 1/6th position in BIL.
See the Model deck for the history of the Model Portfolios, and the DMS Strategies for the main deck with all the individual strategies. Bamboo Allocation deck of course included - but until we go into Smart Leverage, Bamboo remains a fixed allocation. The High Test deck is included, for entertainment value only.
Happy New Year! January was great, though with a bit of volatility. Let’s work towards a profitable 2025.
…all of the above included in this Zip file.
Good luck out there, and happy investing. Please forward this to anybody who you may think would appreciate it.
GPMv goes fully invested for February, and Triad goes more aggressive, but keeps a 1/6th position in BIL.
See the Model deck for the history of the Model Portfolios, and the DMS Strategies for the main deck with all the individual strategies. Bamboo Allocation deck of course included - but until we go into Smart Leverage, Bamboo remains a fixed allocation. The High Test deck is included, for entertainment value only.
Happy New Year! January was great, though with a bit of volatility. Let’s work towards a profitable 2025.
…all of the above included in this Zip file.
Good luck out there, and happy investing. Please forward this to anybody who you may think would appreciate it.
