Total AssetsThere are many sharing about the Hi5 portfolio online, but many don't specify the exact rules.
Below are the new rules for Hi5 modified yesterday. Of course, comrade LEI is being a bit of a Monday morning quarterback this time: the original rule was to invest when the S&P 500 index drops 1%, but this month it has already happened twice, yet he changed the rules again 😹.
The new rules for this portfolio are to increase holdings by about $10,000 per month, following these principles:
For the S&P 500 Equal Weight Index RSP, the first daily drop of -1% in a month triggers the scheduled increase for that month;
If condition 1 is not met in a month, then the scheduled increase is executed before the close on the third Friday of that month (regardless of market movement);
On the basis of meeting condition 1 or 2, if RSP drops -5% in a month, an additional scheduled increase is made;
After meeting condition 3, unless extreme human nature appears, no further increases are made that month;
Each increase is allocated equally among 5 ETFs, with the portfolio rebalanced and equally weighted every August.
Whether this portfolio is bullish is for reference and discussion only. Investment decisions are personal and risks are borne by the individual. I'm just sharing information and this does not constitute any investment advice.
Bored and with nothing to do, I compiled a table comparing the returns of six so-called "never-sell" ETF portfolios that emerged from last year to this summer, based on their general rules and calculated from the time I last observed them. You can compare the performance yourself.$JPMorgan Nasdaq Equity Premium Income ETF(JEPQ.US)$Vanguard Real Estate ETF(VNQ.US)$Invesco S&P 500 Eq Wgt ETF(RSP.US)$Amplify CWP Enhanced Dividend Inc ETF(DIVO.US)$VG S&P 500(VOO.US)$Invesco QQQ Trust(QQQ.US)$iShares Preferred & Income Securities ETF(PFF.US)$Virtus InfraCap US PFD(PFFA.US)$JPMorgan Equity Premium Inc ETF(JEPI.US)$Goldman Sachs S&P 500 Core Premium Income ETF(GPIX.US)$Goldman Sachs Nasdaq-100 Core Premium Income ETF(GPIQ.US)$ISHRS Rus Top 200 Growth(IWY.US)$VanEck Vectors Morningstar US Wide Moat ETF Accum A USD(MOAT.UK)$VanEck Vectors Semiconductor UCITS ETF Accum A USD(SMH.UK)$Ps S&P 500 Mmtm(SPMO.US)
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