Reply To: Bond Rotation “Sleep Well”

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Frank you recently revised the bond portfolio with a new mix, deleting old and adding new ETFs.

Can we see what the results would be as the current reported results of the old strategy are now completely different and meaningless? Why do you even post them as it confuses the membership?

I find when such significant changes occur to a portfolio any real time credibility of current “Algo” design becomes worthless. This has to have a psychological impact on the investor sticking to the plan. When you see strategies such as the ‘permanent portfolio’ its allegiance and following is the fact that it does not change regardless of return.