Semi-Annual Update For The Year Of Corona
Summary
- The YTD results of my strategies are summarized.
Overall the strategies performed quite well despite the unexpected market downturn in late February. The maximum average loss of the strategies was half the market loss, without any changes made to the portfolios positioned at the beginning of the year.
The YTD average return of the strategies is over 10%.
To put this 10% YTD return in proper perspective, according to Morning Star Mutual Fund Screener, there are seven out of hundreds of mutual funds (with various versions of funds like A, C, etc counted as the same) under the category of Allocation (a category that includes all the balanced funds, target date funds, tactical allocation funds etc.) other than Convertible Stock Funds, whose YTD returns are higher that 10% ( QSTFX, GAVAX, LIONX, SFHYX, HCMEX, CTFDX and ATACX), and only two of these have total return for 2019-2020 that is higher than the average total return of these strategies, and none of these have total return higher than the average return of these strategies for the period 2018-2020.
The YTD returns of various strategies are summarized in the following table.
/2/2020-6/30/2020
| Annual Strategies | |
| Fidelity Select Sector Funds | 6.3% |
| Utilities | -7.7% |
| Contra-Momentum | 0.2% |
| 2 Fund 2X Leveraged | 28.3% |
| Nasdaq-12 | 15.3% |
| Nasdaq-12 Hedged | 17.7% |
| Five Fund 1.46X Leveraged | 21.6% |
| Mean Without Nasdaq-12 Hedged | 10.7% |
| Mean Without Nasdaq-12 | 11.1% |
| Benchmark | |
SPY |
-4.1% |
Bimonthly 6 ETF Risk Parity |
1.5% |
| Benchmarks | |
| FBALX | 1.2% |
| ABALX | -1.7% |
| AQRIX | -8.6% |
| Long Term Portfolios | |
| Water Companies | -0.5% |
| Benchmarks | |
| PHO | -5.65% |
| XLU | -11.1% |
| Permanent DG Portfolio | -13.5% |
| Benchmarks | |
| DGRW (Best Dividend ETF) | -5% |
| RDIV (Worst Dividend ETF) | -28.9% |
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