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Home Investment NewsInvestment Strategies How To Invest $100,000 Today: 5 Strategies Including The Near-Perfect Portfolio Strategy

How To Invest $100,000 Today: 5 Strategies Including The Near-Perfect Portfolio Strategy

by xyonent
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Markets are at a critical juncture. We have had an incredible run in the last couple of months. However, now the question is if this is sustainable. Will the bull markets continue, or was it just a bear market rally?

Ticker

Allocation

Name of the Security

Type of Security

Fees

SCHD

25%

Schwab U.S. Dividend Equity ETF

Stocks ETF

0.06%

VYM

25%

Vanguard High Dividend Fund ETF Shares

Stocks ETF

0.06%

BRK.B

25%

Berkshire Hathaway Inc.

Individual Stock

(Conglomerate)

n/a

FAGIX

25%

Fidelity Capital & Income Fund

Bond Mutual fund

0.72%

From Jan 2008 to 31 July 2023

CAGR**

CAGR of DGI Bucket

13.02%

CAGR of CEF-High-Income Bucket

10.25%

CAGR of Rotation Bucket (Bull-Bear)

16.63%

CAGR of Combined NPP Strategy

14.46%

CAGR of the S&P500

9.64%

(from Jan.2006 to July 2023)

Rotation Model

S&P500

CAGR

12.43%

9.73%

Max Drawdown

-25.4%

-50.9%

Worst Year

-12.19%

-37.02%

Stock Market Correlation

0.30

1.00

(from Jan.2006 to July 2023)

Bull-Bear Rotation Model

S&P500

CAGR

16.63%

9.73%

Max Drawdown

-15.66%

-50.9%

Worst Year

-14.07%

-37.02%

Stock Market Correlation

0.54

1.00



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