Here you can find all the information about my portfolios:
Current portfolio allocations and benchmark
Information on how they were constructed
Portfolio calculator and more
My Portfolios:
Below are my portfolios and their current allocation vs the benchmark.
The pink numbers indicate intentional deviations from the benchmark, meaning I have actively chosen to hold different amounts than what the benchmark suggests. I make these shifts when I see opportunities where potential return can be added.
The “as of” date, is the date of when we made the shift.
Portfolio Split Calculator:
Enter one number - account total - and this Excel sheet (download) will show exactly how to allocate across all portfolios.
Portfolio construction:
Click Here if you would like to see how my portfolios were constructed.
What are Conservative, Moderate, and Aggressive?
Click Here to see how I would use each one in different scenarios.
For any questions please email: j@anti-advisor.com