P Warren Buffett Total Stock Market Valuation to GNP Ratio SO SU Weekly Strategy Total Return Bond Funds As Cash
0.25%June 01 | MyPlanIQ portfolio symbol P_63708
This portfolio's buy/sell decision is based on the following two criteria:
- When TotalStockMarketValuation/GNP >1.15, sell 100% S&P 500 SPY and buy 100% CASH.
- When TotalStockMarketValuation/GNP < 0.5, buy 100% S&P 500 SPY
For any other situation, the portfolio holds whatever (S&P 500 SPY or CASH) in the portfolio.
This portfolio uses P_46880 (Schwab Total Return Bond) as CASH. See P Warren Buffett Total Stock Market Valuation to GNP Ratio SO SU Weekly Strategy for the original portfolio.
Also see newsletter April 13, 2015: Total Return Bond Funds As Smart Cash for the discussion on using total return bond fund portfolio as cash substitute.