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Semi-Annual Update For The Year Of Corona

Jul. 01, 2020 12:51 AM ET256 Comments
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Varan's Blog
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  • 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.


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%



Bimonthly 6 ETF Risk Parity

FBALX 1.2%
ABALX -1.7%
AQRIX -8.6%
Long Term Portfolios
Water Companies -0.5%
PHO -5.65%
XLU -11.1%
Permanent DG Portfolio -13.5%
DGRW (Best Dividend ETF) -5%
RDIV (Worst Dividend ETF) -28.9%

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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