January 22, 2012

Retirement Strategy Update 20120122


Overall the markets continue in a bullish move - even the international funds are up a bit.


One thing I've focused on is developing a strategy for my retirement funds. Ever since pulling my funds out of the market in late 2008, like many others I hesitatedt to reinvest - at least not without a plan. Two books that influenced my plans are The Ivy Portfolio and How a Second Grader Beats Wall Street. In general both of these books profess the use of broad index funds versus individual stock picking. The Ivy Portfolio adds a mechanism for market timing, such as the 10 month moving average and adjusting monthly. Dshort provides updates on The Ivy Portfolio strategy each month.

Below is a summary of retirement funds considered by mybestfunds.com with three different market timing strategies indicated: the average slope of the Guppy Slow moving averages, the CCI(53), and the 200 day simple moving average. In a future post, I'll provide backtesting results for each of these strategies. I plan on providing a weekly update on these funds.


Retirement Strategy Update for January 22, 2012

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