Deep Dive The Month My Portfolio Almost Went to Cash At the end of July, cash nearly broke into the top four holdings on momentum. That would have moved 94% of the portfolio to the sidelines. Instead, the strategy stayed invested and gained 5.50%. This issue is about what almost happened.
Deep Dive Doing Nothing Was the Hard Part The strategy is up 23.0% year-to-date, more than double the 80/20 benchmark's 9.5%. Inside: the quiet handoff of market leadership to small caps and emerging markets, and why three months of doing nothing was the hardest part.
Deep Dive What Six Selloffs Say About a Bad Friday The S&P 500 had its worst day since October on Friday, and the strategy fell even harder. It is still up 18.8% year to date, more than double an 80/20 portfolio. Inside: what six past selloffs say about riding the first leg down.
