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What Now: Sell, Rebalance, or Rotate?

6/3/2019

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On June 1, 2019, a new method I've been analyzing recommended rotating out of stocks and into bonds, in both tax-sheltered and taxable accounts, except for low-volatility stocks. The method was developed from 100 years of historical data for US stocks, treasury bonds, and inflation; 25 years of data for international stocks, bonds, and inflation; and 25 years of indexes for minimum volatility stocks worldwide. Here's a chart that illustrates how the method would have performed since 1919 in the US. ... To see the chart and read the rest of this post, go to my new website: https://likelyso.com/why-rotate
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    AC Wilkinson

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  • News
  • Retirement
    • Retired Now
    • Retiring Soon
    • Saving to Retire
  • Goals
    • Ask Yourself
    • Building Wealth
    • Investing to Buy
  • Investing
    • Basic Methods
    • Rebalancing
    • Stocks or Bonds?
    • Investment Fees
    • Being Tax-Wise
    • Finding Advice
  • Portfolios
    • Basic Portfolios
    • How Long?
    • Diversify!
    • Factor Investing
    • Finding Value
  • Calculators
    • Best-Invest
    • Safe Payout
  • About