Bitcoin Returns in My Biggest Rotation of the Year
Bitcoin returns to the portfolio today after nine months out, in the largest rotation of my year. Both U.S. equity positions leave. The Asymmetric Edge strategy is up 26.69% year-to-date against 11.80% for the 80/20 benchmark.
My September portfolio allocations are below. Today's rebalance, Monday, August 31, is the largest of the year. Half the portfolio turns over, both U.S. equity positions exit, and Bitcoin returns after nine months out.
The strategy is up 26.69% year-to-date against 11.80% for the 80/20 benchmark. This issue covers how I am positioned for September, and why a month of record highs in U.S. stocks was still not enough to keep them in my strategy’s top four rankings.
📌 This newsletter explains how I invest my own money, using a simple portfolio of four ETFs. The aim is to match a traditional balanced portfolio with shallower drawdowns. I share what I hold and why, so you can watch it play out.
August MTD: Asymmetric Edge +4.64% vs. 80/20 (AOA) +2.45%, S&P 500 +2.99%
YTD: Asymmetric Edge +26.69% vs. 80/20 (AOA) +11.80%, S&P 500 +13.42%
YTD outperformance: +14.9 pp vs. 80/20, +13.3 pp vs. S&P 500