TLT - How To Invest $100000 Today With Peace Of Mind

2024-04-13 09:00:00 ET

Summary

• The SWAN (Sleep Well At Night) strategy aims to achieve high-income, market-matching growth while minimizing volatility and draw-downs.
• The strategy consists of three buckets: Dividend Growth Investing, High Income (7 Funds), and Hedging (Rotational bucket).
• We will present the back tested results that showed that the strategy outperformed the S&P 500 over the past 16 years with nearly half the draw-downs.

Introduction:

The stock market has been making new all-time highs this year. There is some element of fear that stock prices are in a bubble. In fact, the AI hype has lifted some technology names to levels last seen before the dot-com crash. The legendary investor Jeremy Grantham has labeled it as a bubble within a bubble that will not end well. On the other hand, it may be too early to call the end of the bull run. If history is any guide, bull runs, and bubbles can last longer than most people think. We have seen many times before that experts like Grantham have been too early too many times in the past....

For further details see: