all-balanced+all-weather 4.0:
Stocks_40%:
SPMO_20%(momentum, risk arbitrage)
MOAT_20%(moat, opportunity cost)
Bonds_40%:
TLT_20%(long-term government bonds)
HYGH_20%(medium-term bonds, interest rate hedge)
REITs_12.5%
0_12.5%(land, property rental)
Commodities_7.5%:
GLDM_3.75%(gold)
DBC_3.75%(commodities)
Annualized 10.3%, historical maximum drawdown 17.4%.
Dividend yield 3.4%~3.6%(pre-tax)
all & all
The current year+0.46%
1Stocks65Follow
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