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- Vig Co September 9, 2024 CHANGE
Vig Co September 9, 2024 CHANGE
New Symphony being added today!
Hello:
We are making a change to our holdings and allocation today.
Change:
We will sell 1/3 of our investment in BOND BOND VIX.
We will sell 1/3 of our investment in SIMPLE 21
We will use the proceeds to buy VIG eVTOL & Defense + kSwitcher/wSOXL
Here is the link to it in Composer. https://app.composer.trade/symphony/W0wMuRhtDM8Lxb0Vp8et/details
This symphony was recently developed by a member of the community. I made two changes to possible asset selection.
The symphony selects one of three different areas based on short-term performance: electric tech flying vehicles, defensive sector stocks (defensive sectors continue to gain in spending and can be good in recession), and long/short areas based on relative strengths. The last section also contains potential risk-off asset selection (UVXY).
The backtest is below, results are very good. Allocations are listed on the photos.
1/3 Allocation
1/3 Allocation
1/3 Allocation
Note:
We are closing our Vig Co. Investment Newsletter on September 14, 2024. Over 800 of you have been following our work. But, after 5 years the time commitment for me was becoming too great. I am pleased with our long-term performance. Our performance over the last two years has been weak. You can unsubscribe at the bottom of any newsletter. Thank you for your kind words and please know my family, dog (Archie) and I are all in good health and fine.
We will continue to post our results, holdings, changes, charts, and insights on our blog at www.thevigcompany/blog.
We will be posting regularly on our Facebook page. Facebook The Vig Company
Please follow us.
Chris
Market information from Bloomberg, ETRADE, Composer, Koyfin, and StockCharts.com.
Copyright 2024. The Vig Company LLC Monona, WI 53716 [email protected]