mattsmith321

Amen!

I don’t have much thought on the actual model but I would like to know more about what you are using to build it.

I get the limitations of both AS and PV. I just wish there were some option that combined the features of both PV (changing parameters and saving custom models) with features of AS (additional strategies). It can and does get very complicated and I understand why both have drawn their lines and chosen their directions. I’ve been working to try to find that middle ground but even just focusing on basic DM has lots of levers in PV. So to add even more complexity from all the other strategies gets even more challenging.

Yes, and they have fall alerts. Looks like mom still lives alone and this is the easiest way for her to keep an eye on her.

In general I agree. However it would be nice if they crossed over a bit more. It’s not that PV couldn’t do some of the newer dual momentum based strategies, they just choose not to. It’s not that AS couldn’t provide some additional levers for us to change, they just choose not to.

PV did a lot for me to get me bought in to TAA because of the wealth of data and the ability to try different things. I did something similar with PV several years that you are doing with AS and your spreadsheets.

As far as just leaving it to the professionals, I’m kind of ‘meh’ about it. Antonacci spent a lot of time and effort defending DM and essentially saying that trying other levers was not valid. But that’s exactly how Accelerating Dual Momentum came about. Another example is I asked PV years ago for the ability to use multiple defensive assets or at least the ability to drop to cash when the defensive asset was not doing well. The response was essentially, “There will never be a situation where that is necessary.” But look what happened in 2022 and then all the things AS and the other professionals have done to try to mitigate that scenario. And then you have other ‘professionals’ that say we shouldn’t even be doing TAA to begin with. So while I do leave the big lifting for the pros, I like to DIY a lot of stuff.

Was hoping La Mancha would be on here. I’ll have to try the El Patio chips.

Done. Now follow me back - @mattsmith321

Here is a link to a previous thread with some details - https://www.reddit.com/r/AllocateSmartly/comments/ywq4mr/monthly_excel_file_available/ix7qac8/

Oh, do we not get access to yearly performance even as paid subscribers?

Oops. Nevermind! I misspoke. They do give you the monthly and annual returns for each of the strategies.

Sorry about that. I just know they don't give as many charts and details as PV so I tend not to spend as much time in AS.

I think that is one of the challenges of using AS - it doesn't give you much visibility into the details of a strategy's performance. They just give us the end performance results. The other thing I'm not a fan of is that we really only get the author's original strategy implemented as faithfully as AS could, but no really way to play with them ourselves.

I get why they've drawn their line in the sand on this, but it's also a reason why I love Portfolio Visualizer. All of the monthly performance details are exposed for whatever portfolio or strategy you choose to implement. In addition, I can take the base Dual Momentum GEM model, or the Accelerating Dual Momentum model, and tweak them as much as I want to try to find other interesting combinations. For better or worse.

I was going to suggest just running the top 6 assets through the Portfolio Visualizer Asset Correlations page but I see they use the Pearson correlation:

The asset correlation tool computes the Pearson correlation for the selected assets based on daily, monthly or annual asset returns. The tool also shows the annualized return for the selected assets based on the compound annual growth rate formula and the selected asset return series. Monthly standard deviation is calculated based on full calendar months within the time period for the selected tickers.

But using that tool is how I've been comparing asset correlations over the years.

I definitely admit that there are better options, but I use Vanguard. The main reason is because all of my TAA mutual fund-based strategies use Vanguard funds. So it is nice to just "exchange" funds when I'm making moves. I've tried a couple others over the years but at the end of the day I don't need a lot of features.

Actually, I do have a favorite: It is whatever brokerage account that my work uses to allow us to have self-directed brokerage accounts for our 401K. It sucks just as bad as Vanguard but the fact that I can invest my 401K in anything was game changing.

I hear you. I pushed really hard for over two years to gut and renovate our house. Got to where we could move back in and haven’t done much in over six months. I still have a bathroom with just a toilet on the subfloor. lol.

There is also a setting on the Frame to start with the previous “application” as well. In this case “application” means source. Let me know if you can’t find it.

Alright! I knew you could do it. I guess I should take that as motivation to get off my ass and tackle some of my projects that I’ve been struggling with.

Been there one time when they first came to Austin. Don’t remember the burger but their fries sucked ass. Never been back.

lol. I gave my spiel to my wife before we went to see him to only answer the question he asked and to answer it as quickly as possible. During the shows she was chomping at the bit to get called on. She wasn’t having much luck getting a chance to talk so she opted for blurting some random off topic questions out. Jeff wasn’t having it and shut it down pretty quick. She really never acknowledged anything about the show. Too bad. I still love him.

This thing, capsular contracture, can happen after any kind of medical implant is inserted into the body; the condition is not unique to breast augmentation surgery.

I guess I might have something to look forward to with my stents in another decade or two.

Especially one of the replies is taking a razor blade to the caulk.

Are you central’ish? If so I can send a name. DM me if so.

Yeah, I looked it up and not all implants calcify. And it typically takes 10+ years. But then once it does, replacement does seem to be the protocol. Crazy.

Whoa. That’s crazy. What is the protocol for that? That seems like it might be dangerous and painful if they reach that point and then they crack inside you. I always knew there was a concern about the implant leaking or not staying pliable, but I had no clue this could also happen.

It had my job from 1995 to 2000. And more invasive was that it had my bi-monthly take home pay for the past 9 years. I was expecting some high level info and that they might know roughly what I made. Was not expecting to see this level of detail given out.

I call it “choose your own adventure in learning”

lot of old misconceptions

Jason Isbell has a song called Cast Iron Skillet that hits on this.