Feynman Portfolio Study : Part 8

In Part 8 of the Feynman Portfolio Study, which concludes the analysis of  “Momentum” Investing as a major Strategy option, I look at the question of “How Many Assets (ETFs) should I include in my Portfolio?”

There is no definitive answer to this question, but the analysis provides an idea as to the performance trends that might be expected as we change this parameter.

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Preparing for Einstein Update

One of the primary reasons for the advanced preparation for the Einstein update is to show readers a list of ETFs that provide global coverage while including enough low correlated ETFs for all types of markets.  This list of ETFs does not differ all that much from the 18 used in The Feynman Study.  Instead of many iShares I’ve substituted Vanguard ETFs as they have sufficient historical records going forward.

All the ETFs are commission free with exception of the precious metals, GLD.  I still hold Berkshire Hathaway (BRK-B) in this portfolio as somewhat of a bell-weather stock.

Rankings:  This ranking will be updated before the Einstein is reviewed this coming Thursday.  I don’t expect many changes.  Readers will note the recent positive market turned most of the red in the EMA columns to bright green.

Readers can use this table to help monitor their own portfolios.


Buy-Hold-Sell Recommendations:  As I read the table below I will be buying shares of VEA, VOT, VBK, and VSS.  Normally I would also be purchasing VEU, but I had a sale fewer than 30 days ago and I do not want to incur the short-term fee.