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. 


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Rolling Returns

From 07/01/2001 to 06/01/2023, the worst annualized return of 3-year rolling returns is 2.01%.

From 07/01/2001 to 06/01/2023, the worst annualized return of 5-year rolling returns is 3.35%.

From 07/01/2001 to 06/01/2023, the worst annualized return of 10-year rolling returns is 4.79%.

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