CI Staff .


Richard l. from IL posted over 4 years ago:

Les has revised the list of ETFs he recommends and has cut the size of his suggested portfolio from 15 to 5 ETFs.

Details are available in his April 22 blog posting:


Bernard from AZ posted over 4 years ago:

Short to medium and Inflataion protected. Nothing with a duration greater than 5-7 years. No long term except for those long term holdings in the etf TIPS. Most of my bond allocation is in TIPS as I believe inflation is around the corner In fact I have shorted the long bond market at the 20yr+ level using TBT. Long term rates are at or near historic lows. No where to go but up.

Pete A from WA posted over 4 years ago:

Probably good thinking, Bernard. BUT, I've felt that way about interest rates for a long time now; did not act, because this is Fed induced low interest rates, and recession supporte.

Thanks for the link to his web site; I bought his book on Kindle today and am 1/2 way through it.

Pete A

John from AZ posted over 4 years ago:

I calculate a S&P-500 CAGR of 6.3%/yr using Masonson's dashboard data from 7/15/1999 thru the sell signal on 4/4/2012. And this is without the use of any stops. The buy-and-hold CAGR clocked in at -0.07%/hr. These numbers neglect dividends and taxes, which obviously change the trading CAGR substantially. The trading CAGR is substantially penalized by a 9% loss on the 10/3/2011 trade, which presumably could have been reduced by a stop.

Wayne from IL posted over 4 years ago:

Thanks, Dick, for the information on the ETF revisions! Wayne A. Thorp, CFA

Martin B from France posted over 3 years ago:

Can the author of the article provide the success of the dashboard say over the last 20 years as a back test. e.g. correct X% of the time.

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