The following chart and table shows the performance of The 12% Solution for the full year 2023. Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index. While much of the year had been neck-and-neck, SPY pulled slightly ahead in the last two months. That is, assuming we rebalanced on the first day of the month. If we had adhered to the book and rebalanced at the close of trading on the last trading day of the month, our strategy would have taken the lead - slightly. Let's get the details... |
AuthorDavid Alan Carter Archives
May 2024
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