March 18, 2012
This article dated October 7, 2011 by CXO Advisory shows the diminishing outperformance that the Moose has shown over the SPY (particularly over the last five years):
Moreover, I have found this methodology particularly hard to implement as a practical matter. As such, I have gone mostly to a long term strategic balanced allocation based upon some indexing (i.e. VT, VB, VSS). In addition, I have a healthy amount allocated to Berkshire(BRK-B) and the Wellington fund(VWELX) on the domestic side and Emerging Markets (VWO) on the foreign side with some allocation to energy(VDE) and metals(Vanguard Precious Metals & Mining Fund). I have smaller positions in Intermediate Corporate Bonds (VCIT) and Mortgaged Backed Securities (VMBS). I will look to add foreign bond funds when Vanguard comes out with its two new funds. Therefore, this will be my last post on the Moose. The returns are of Friday’s adjusted closing prices. Good luck everyone.
2011 Total Returns:
World Market Cap Benchmark: –10.12%
Wellington Balanced Fund: 3.85%
SPY 1.9%
Decision Moose: 16.82%
2012 Total Returns:
World Market Cap Benchmark: 13.44%
Wellington Balanced Fund: 7.40%
SPY 12.3%
Decision Moose: –.86%
Alternate Moose –7.42%
Monthly Alternate Moose 2.86%
Monthly U.S. Sectors 1.23%
PICKS:
Decision Moose: #1 SPY
Alternate Moose: #1 VNQ #2 SPY #3 IWM
Monthly Timing (Select): XLI (March)
Monthly Timing (Alt. Moose): ILF (March)
Sandy
