Harry Browne’s Permanent Portfolio Summary

Harry Browne’s Permanent Portfolio Summary

Rules-Based Strategy Summary: Harry Browne Permanent Portfolio Like the Coffeehouse Portfolio, the Harry Browne Permanent Portfolio is a one of the easiest rules-based portfolios to put together. It is based on the lazy portfolio principle where the investor simply selects a diversified portfolio of diversified assets, and holds on to them “forever”.  However, the ultimate…

By Jeremy July 21, 2018 0

TQQQ Trend Following Rules-Based Strategy Summary

TQQQ Trend Following Rules-Based Strategy Summary

TQQQ Trend Following Rules-Based Strategy Investing in a TQQQ trend following rules-based strategy will be very counter-intuitive to a lot of the dividend-based and more conservative investors out there. It is a high-risk, high-reward strategy that will have very wild swings through the years. So why use such a strategy? The first reason is my…

By Jeremy July 21, 2018 1

Accelerating Dual Momentum Summary

Accelerating Dual Momentum Summary

Rules-Based Strategy Summary: Accelerating Dual Momentum There are a lot of rules-based investment strategies available on the internet.  Some of them are good, and some of them are downright awful.  While researching the Dual Momentum strategy, I came across one of the good ones.  It is an adaption of Dual Momentum, called  Accelerating Dual Momentum.…

By Jeremy July 19, 2018 2

The Coffeehouse Portfolio Summary

The Coffeehouse Portfolio Summary

Rules-Based Strategy Summary: Coffeehouse Portfolio Most of the portfolios and strategies I cover on Robotic Investing are not buy and hold.  For example, Dual Momentum and the 12% Solution both use momentum to allocate capital.  The Coffeehouse Portfolio does not do that.  In fact, other than annual rebalancing it is strictly a buy and hold…

By Jeremy July 18, 2018 0

Dual Momentum Rules Summary

Dual Momentum Rules Summary

Rules-Based Strategy Summary: Dual Momentum Investing This post is going to run through the Dual Momentum rules and apply them to a hypothetical portfolio.  That portfolio will be tracked here on Robotic Investing. Dual Momentum is the granddaddy of momentum investment systems.  Gary Antonacci’s book, “Dual Momentum Investing: An Innovative Strategy for Higher Returns with…

By Jeremy July 17, 2018 0

12% Solution Investing Summary

12% Solution Investing Summary

Rules-Based Strategy Summary: 12% Solution Investing The 12% Solution investing strategy is a rules-based investment system that automates decision making, reduces risk and volatility, and produces a claimed 12% average annual return.  I found this book when searching for other books like Dual Momentum, which uses a momentum strategy to rotate in and out of…

By Jeremy July 16, 2018 10

Creating Guppy Charts in TC2000

Creating Guppy Charts in TC2000

Investing Tools: Guppy Charts in TC2000 Guppy Charts – or Guppy multiple moving averages – is a charting method developed by Daryl Guppy.  As a technical analyst, Guppy found an interesting way to show both the long-term and the short-term trends on one chart.  I have been using Guppy Charts in TC2000 for a number…

By Jeremy July 15, 2018 0

Update: Global Value Investing

Update: Global Value Investing

In a previous post I laid out the summary of the Global Value Investing Strategy.  The post can be found here.  On Robotic Investing I am setting up a number of sample portfolios to assess over time (in real time), the performance of these rules-based strategies. Performance Overview and Changes Since this is the kick-off…

By Jeremy July 14, 2018 0