1) Is intention for DBMF to hold at that position size for the very long haul? Or is it more of a medium-term play to profit from volatility and dodge downside? Either way, seems like a nice diversifier and stabilizer. 👍
2) Are there any ETFs alternatives for the GPAIX and EBSIX funds?
Quite notable to me are: exceptionally low standard deviation & max drawdown, high sharpe and sortino ratios, and exceptionally low market correlation. I'm super curious about your "when" & "how" for deploying all that BIL into presumably higher risk assets in the coming quarters (or years)...
You had me at "uncorrelated" 🤩
A few questions, if you're willing and able:
1) Is intention for DBMF to hold at that position size for the very long haul? Or is it more of a medium-term play to profit from volatility and dodge downside? Either way, seems like a nice diversifier and stabilizer. 👍
2) Are there any ETFs alternatives for the GPAIX and EBSIX funds?
I plugged the portfolio into portfoliovisualizer.com's backtester:
https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2022&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=BIL&allocation1_1=48.96&symbol2=MSVX&allocation2_1=12.17&symbol3=GPAIX&allocation3_1=10.83&symbol4=EBSIX&allocation4_1=10.69&symbol5=DBMF&allocation5_1=9.85&symbol6=BK&allocation6_1=2.5&symbol7=CI&allocation7_1=2.5&symbol8=NOC&allocation8_1=2.5
Quite notable to me are: exceptionally low standard deviation & max drawdown, high sharpe and sortino ratios, and exceptionally low market correlation. I'm super curious about your "when" & "how" for deploying all that BIL into presumably higher risk assets in the coming quarters (or years)...