An Alternative to Going to Cash in May
Selling equities in May and avoiding them for six months has been written about extensively over the years. The blog Econompic has an alternative to employing cash as the “safe” asset. Transferring to the Long Government / Credit bond Index (GBF) has demonstrated stronger risk adjusted performance which Econompic refers to as the “Secret Sauce.”
SMA Comment: This strategy has probably worked well over the past 30 years while long bonds have been in a secular bull market. It will likely provide anemic returns when bonds enter a bear market phase.
Click on image to enlarge:
Source: EconomPic
Related Posts
-
Position in SPDR Small Cap Value ETF IncreasedThe position in the SPDR S&P 600 Small Cap...
- February 7, 2019
-
Jeremy Siegel Sees a Bull Market ContinuationJeremy Siegel predicted a bullish 2019 for stocks on...
- January 10, 2019
-
Ken Fisher is Over the Top Bullish for 2019CNBC interviewed successful money manager Ken Fisher yesterday
- January 3, 2019
-
Is the Retirement Crisis Really a Crisis?PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
-
Alarming Chart of the Stock Markets of 1987 and 2012-2013Several days ago I posted a chart showing the...
- May 22, 2013
-
Gary Shilling’s Favorite Investment: 30 Year Treasuries
Larry Kudlow interviewed Gary Shilling last week. Shilling continues...
- June 23, 2011
