P Warren Buffett Total Stock Market Valuation to GNP Ratio SO SU Weekly Strategy
0.01%June 01 | MyPlanIQ portfolio symbol P_6517

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.

Historical Return Chart

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From 07/01/2001 to 06/01/2023, the worst annualized return of 3-year rolling returns is -0.88%.

From 07/01/2001 to 06/01/2023, the worst annualized return of 5-year rolling returns is 0.75%.

From 07/01/2001 to 06/01/2023, the worst annualized return of 10-year rolling returns is 5.25%.