Platinum members tracking the discussion on Seasonal Timing Strategy (STS) are aware of an alert signal that will arrive on October 1st. In preparation for that time I am positioning the Euclid and Maxwell portfolios to hold assets in seven different asst classes. I was hoping to use IWM, but it is not among the TDAmeritrade commission free ETFs. Here are the ETFs I plan to use in these portfolios for the STS moves.
Portfolio number 3 in this series is what I call a Balanced Portfolio. Bonds are lowered to 40% of the portfolio so this is still quite a conservative mix of assets. This portfolio comes close to fitting the 60/40 equity to bond ratio, sort of a standard when it comes to building a middle of the road portfolio. Note the changes that are taking place in the five key metrics. They are: Projected Return, Projected Uncertainty, Return/Uncertainty ratio (not published), Diversification Metric, and Portfolio Autocorrelation.
Fifty shares of VWO were added to the Curie Portfolio in an effort to bring emerging markets back into balance. With the market in a funk, now does not seem to be the time to jump in and bring all asset classes back into balance. Instead, I have many limit orders placed at different price points and VWO happened to be one that was picked off today.