Enhancing Harry Browne’s Permanent Portfolio strategy

First published at Logical-Invest.com What is the Permanent Portfolio by Harry Browne Harry Browne’s intention was to find a solution for the money “you need to take care of you for the rest of your life”. He called it the Permanent Portfolio because he believed that once an investor sets it up, they never have …

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Intro to rules based Investing – Why follow an investment strategy?

1. Basics What is rules based Investing? In rules-based-investing we define a clear set of rules. These rules comprise an investment strategy. Here is an example strategy: “At the first day of the month, look at the performance of bonds versus stocks by calulating the 3-month performances of two exchange traded funds, SPY (the SPDR …

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Will We Ever Kill The Bug? The Enhanced Permanent Portfolio

There is something very attractive about vintage items that just won’t die.   They just keep coming back. Same philosophy but better up-to-date technology. It’s not just cars. It’s investment strategies, too. Vintage strategies are often simple, easy to execute and provide amble ‘out-of-sample’ data. In other words one can see how they performed in …

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Strategies on The Cloud: TAA on Google Docs

Did you want to have a strategy on the cloud that monitors the market and updates you on new Buy/Sell signals (as well as number of shares, etc)  by email. Did you want to run it on best of breed “always ON” servers with free and accurate data?
How much would that set you back?Well, Nada! Courtesy of Google.This post will guide you through coding a simple Tactical Asset Allocation on Google’s Docs.
You need:
1. A Google account.
2. Google Docs.The system is similar to Faber’s TAA model using 5 Etfs.: SPY,TLT,VNQ,EEM,DBC
We buy or sell at the beginning of the month ONLY.
If Close > 200-moving Average then we buy the ETF.
If Close < 200-moving Average then we sell the ETF.

Pseudo Code:
If TodayIsNewMonth AND CloseETF>MA(200) Then Buy
If TodayIsNewMonth AND CloseETF<MA(200) Then Sell

Let’s get started. Go to Google Docs and create a new SpreadSheet. Call it TAA_5.
Once the spreadsheet is open in your browser, go up to the menu and select Tools–>Script Editor…
This should open a new script Editor. Select “SpreadSheet” as your project.

TTA5g-300x152

Lets start coding.
Google Docs scripting uses a version of JavaScript which seems fairly easy for non programmers.

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