Portfolio Wisdom Allocation Change on 7/30/18

Our allocations don’t usually change more than once every couple of months. However during market regime changes, our allocations may change more frequently … and that is a very good thing.

Yesterday, our model called for a reduction in TIPs and an increase in U.S. stocks and cash. Accordingly, we moved to over 50% allocated to stocks and about 20% cash in the model. TIPs, Gold, and International (non U.S.) stocks are all trending downward at this time.

Cheers.