January 2025 Portfolio Update (2024 EOY)

No Allocation Changes

NOTE:

This is the Free Version of the Portfolio Update and is a similar view of what PREMIUM subscribers get on a monthly basis.

Subscribe to PREMIUM to view the in-depth risk analysis and historical data.

To view my current allocations visit the My Portfolios page.

NO ALLOCATION CHANGES:

My model has not triggered an allocation change to Equities or Bonds this month.

My monthly checklist:

1. Review asset allocation (Stocks/Bonds/Cash)

2. Check if any rebalancing is needed

3. Check monthly deposits

4. Review fees or expenses

My 2024 Performance:

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Risk Analysis, Historical Data, Drawdowns