This is a model using AAPL, IBM and WMT in lieu of QQQ for the equity side of the balance and the results are pretty impressive, especially the max drawdowns. I mentioned a few posts back that we'd focus on increasing forward looking returns while paying less attention to past performance but this model shines in both areas.
Note that new capital risk exposure is currently in a HOLD position.
As usual there are a couple caveats here, as hinted at by the NAV chart above, but to achieve these levels of risk buffered appreciation you either have to have abiding optimism in tech or be prepared to trade the risk managed model to truly insulate the portfolio.
In future posts we'll examine some of the reasons why this may or may not be a good model to accomplish your portfolio goals.
