|
|
Post by Bobpa on Mar 13, 2021 14:38:11 GMT
|
|
|
|
Post by Mustang on Mar 13, 2021 15:10:25 GMT
That pretty good. My 60/40 funds are YTD 2.43% and 3.08 which isn't bad for 2 1/2 months but I usually look at longer time frames. Over the last 12 months they are up 32.22% and 35.08%. (That is a joke. The market was either somewhat volatile or Morningstar has an error so those numbers don't really mean much. I usually look at a combination of 5, 10 and 15 year performance.)
|
|
|
|
Post by steadyeddy on Mar 13, 2021 21:04:10 GMT
Merriman is big on SC, and that has been on fire so not surprising. But still good. I wonder how it performed over longer periods of time. |
|
|
|
Post by Chahta on Mar 13, 2021 22:56:50 GMT
Does he give percentages in each fund? How often does he change funds?
|
|
|
|
Post by steadyeddy on Mar 13, 2021 23:16:54 GMT
Does he give percentages in each fund? How often does he change funds? I believe Merriman portfolio is buy & hold - he does not recommend market timing of any kind. |
|
|
|
Post by Bobpa on Mar 13, 2021 23:28:19 GMT
See link for percentages
|
|
|
|
Post by Bobpa on Mar 13, 2021 23:30:04 GMT
46.67% for 12 months
16.51% for 5 years
7.30% for 3 years
13.94 for 10 years
Data from Morningstar
|
|
|
|
Post by Chahta on Mar 14, 2021 11:44:25 GMT
I ran his portfolio and mine thru Backtest for the last 4 years, as long as the history was available for SWAGX. My CAGR, SD, Final Value, Worst Year and Sharpe were better. My 45/55 also beat his "aggressive" portfolio. I own or have owned some of his funds. But my results this year are behind his due to the bond OEFs I own. It was an interesting exercise.
7.14% is amazing considering he has 32% in SWAGX and SWSBX, both with losing performance YTD.
|
|
|
|
Post by FD1000 on Mar 15, 2021 20:05:07 GMT
Very short time. I created the moderate portfolio(60/40) vs VBINX (60/40) and...VBINX made 50% more annually. It's about 3 and 2 months long which was PV max ( link). I can look for substitute funds with longer history but I know the results for 10 years too. Merriman's portfolio worked better in the past (15 years ago) and that's why he goes back 50-60 years to prove his point. His portfolios have been lagging since 2009, but wait, they also have higher volatility and that's a 2 strike knockout. The main reason is that the SP500 by itself was one of the best risk/reward indexes since 2009. Just like you, I used to like Merriman portfolios, but it hasn't been working for years.  |
|
