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2 | ©2015 CrazyFinn Inc. | |||||
3 | This page is not financial advice. Please read the disclaimer. | |||||
4 | Based on Cliff Smith's Quarterly Tactical Asset Allocation Strategy | |||||
5 | Ranking method: 50% 105d return, 50% 20d return, 3-month SMA filter (if top ranked asset below SMA (red), allocate to VUSTX/TLT/TLO) | |||||
6 | Rebalance: quarterly (January, April, July and October) | |||||
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8 | Security | Fund | ETF Substitute* | Schwab Commission Free* | Ranking | Price Action |
9 | Vanguard Small Capitalization Index Fund Investor Shares | NAESX | VB | SCHA | #DIV/0! | |
10 | T. Rowe Price Emerging Markets Bond Fund | PREMX | VWOB | EBND | #DIV/0! | |
11 | Vanguard Emerging Markets Stock Index Fund Investor Shares | VEIEX | VWO | SCHE | #DIV/0! | |
12 | Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | VFICX | VCIT | CORP | #DIV/0! | |
13 | Vanguard GNMA Fund Investor Shares | VFIIX | VMBS | - | #DIV/0! | |
14 | Vanguard 500 Index Fund Investor Shares | VFINX | SPY | SCHB | #DIV/0! | |
15 | Vanguard Real Estate Index Fund Investor Shares | VGSIX | VNQ | SCHH | #DIV/0! | |
16 | Vanguard Total International Stock Index Fund Investor Shares | VGTSX | VEU | SCHF | #DIV/0! | |
17 | Vanguard Long-Term Treasury Fund Investor Shares | VUSTX | TLT | TLO | ||
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19 | * some of the ETFs correlate better to the corresponding funds than others | |||||
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