The candidate funds are chosen based on their reputation and our knowledge on managers' conservative risk management skills.
- Berwyn Income BERIX
- Vanguard Wellesley Incom VWINX
- Permanent Portfolio PRPFX
- American Century One Choice Very Conservative AONIX
- Manning & Napier Pro-Blend Conservative Terms EXDAX
- Janus Conservtive Allocation JSPCX
- T.Rowe Price Personal Strat Income PRSIX
- Fidelity Strategic Real Return FSRRX
- James Balanced Golden Rainbow GLRBX
- Hussman Strategic Total Return HSTRX
In addition to the above conservative funds, the candidate funds also include several total return bond funds so that in a severe market distress, these funds can be used instead:
- PIMCO Total Return Bond Fund PTTRX
- Loomis Sayles Total Return Bond Fund LSBDX
- Doubleline Total Return Bond Fund DLTNX
- Metropolitan West Total Return Bond Fund MWTRX
At the end of every month, the portfolio selects 3 funds with the
best momentum scores as the next month investments. See P No Load Conservative Mutual Funds Upgrading Quaterly for the quarterly rebalance portfolio.