April 2024

Housekeeping:

Slight change to Triad, Thanks to the person who asked why I hadn’t already included short term treasuries in the Triad strategies, took me a while to realize he was right.

GPM GPMv, it has now been 2 years since GPMv was born. Here is a recap of how it has performed over those 2 years.

Changed the word “Retire” to Conservative in the Model Portfolios.

Insight into the Model Portfolios. One of the reasons that the Bamboo Portfolios were created is that I think it helpful to hold a collection of different strategies, one of those strategies being buy and hold, Bamboo was created as an alternative to a 60/40 allocation which is used in some of the Model Portfolios with great success.


Dual Momentum Reporting Deck

DMS Bamboo Portfolio allocation Reporting Deck

Allocation worksheet

If you are a thrill seeker, I do still update the three “High Test
strategies just don’t post them in the main deck, High Test Reporting Deck