Other than short term cash, total return bond fund portfolios can replace individual holdings of various intermediate bond funds. These portfolios can be treated as the core fixed income holdings in one’s overall investments.
We use various periods of rolling returns to walk through our representative tactical portfolio and try to experience the feels in the past. This can help us to better understand the nature of a strategy.
Fidelity recently reduced its sales commission for their buy commission free ETFs. We look at the current list of ETFs.
We didn’t learn anything as we all know a strategy is not a strategy if we don’t stick to it.
We summarize our recent AAII article on asset allocations and fund selections.