Portfolio Performance Updates – December 2019

Portfolio Performance Updates – December 2019

December 16, 2019 Off By Jeremy

 

Rules-Based Strategy Update: December 2019

Sorry things have been quiet on the Robotic Investing blog for a few months.  I have been on assignment in China with my “real” job, and posting on Robotic Investing has been tough to fit it.

However, things have settled down now and I can start things up again.

However, I am going to change the format.  Instead of an update post for each strategy tracked on the site, I am going to do one big summary post that will show you the performance.

I think this will be better as it will be a way to compare how the strategies have done together.

The strategies tracked as of today include the following in the list below.  A couple are missing from the list.  For example, I am not going to update the 12% Solution, as you can go to the author’s website and see how that strategy has been performing.

The ones I will be tracking are where there is not easily obtainable performance tracking.

Make sure you read each strategy carefully so you understand how they work.

That will be important when comparing returns; these portfolios are all different so comparing each is kinda like comparing apples to oranges.

  1. Dual Momentum
  2. Accelerating Dual Momentum
  3. Harry Browne’s Permanent Portfolio
  4. The Coffeehouse Portfolio
  5. Meb Faber’s Global Value Portfolio
  6. The Paul Merriman Best-in-Class Ultimate Buy & Hold Portfolio
  7. Ray Dalio’s All Weather Portfolio
  8. Supercharged Index Investing

You can continue to see the progress results of these systems by subscribing to the Robotic Investing newsletter. I will email you whenever a new post goes live, including all of the strategy updates I track on the site.

Strategy Tracking & Performance

Here is the portfolio tracker and performance chart for each of the tracked strategies. The Morningstar Portfolio Tracker is used to track all the systems at Robotic Investing.

These portfolios were started on July 2nd, 2018.

Note: When reviewing the performance chart, compare only the Total Return to the Index return.  Do not use the Personal Return.

Dual Momentum

Portfolio Value:

Portfolio Performance:

Accelerating Dual Momentum

Portfolio Value:

Portfolio Performance:

All Weather Portfolio

Portfolio Value:

Portfolio Performance:

Coffeehouse Investor Portfolio

Portfolio Value:

Portfolio Performance:

Meb Faber’s Global Value

Portfolio Value:

Portfolio Performance:

Harry Browne’s Permanent Portfolio

Portfolio Value:

Portfolio Performance:

Paul Merriman’s Ultimate Buy and Hold Portfolio

Portfolio Value:

Portfolio Performance:

Supercharged Index Investing

Portfolio Value:

Portfolio Performance:

I update all of the strategies at Robotic Investing on a monthly basis. If you want to get notified when each strategy is updated, then please consider subscribing to my newsletter. You will only receive emails when posts have been updated.

Disclaimer: The information provided on this site is for education purposes only. The author is not a registered financial adviser and the ideas discussed on the site are just trading analysis and not recommendations. Robotic Investing doesn’t endorse any of the comments that might appear on the discussion threads. There is no guarantee for those comments to be accurate. By reading this site you automatically agree that Robotic Investing is not responsible for any of your trading decisions. Remember not to risk money that you cannot afford to lose. RoboticInvesting.com and all its products are Copyright© by Robotic Investing and property of Robotic Investing. All Rights Reserved.

Feature Image: Peter – Bangkok