The results are in over the last ten months.
| TradeDate |
Mth Beg $ |
%Mdelta |
% delta |
M % SP500 |
% SP500 |
SP500 IVV |
|
|
|
|
|
|
|
| 2014Nov26 |
25000.00 |
|
|
|
|
208.67 |
| 2014Dec24 |
25276.82 |
1.11% |
1.11% |
0.40% |
0.40% |
209.51 |
| 2015Jan21 |
26082.01 |
3.19% |
4.33% |
-3.15% |
-2.76% |
202.92 |
| 2015Feb25 |
25085.83 |
-3.82% |
0.34% |
5.05% |
2.15% |
213.16 |
| 2015Mar25 |
24634.29 |
-1.80% |
-1.46% |
-2.13% |
-0.02% |
208.62 |
| 2015Apri22 |
24794.62 |
0.65% |
-0.82% |
1.39% |
1.36% |
211.51 |
| 2015May20 |
24122.24 |
-2.71% |
-3.51% |
1.41% |
2.79% |
214.49 |
| 2015June24 |
23311.69 |
-3.36% |
-6.75% |
-0.73% |
2.04% |
212.93 |
| 2015July22 |
24251.24 |
4.03% |
-3.00% |
-0.15% |
1.89% |
212.62 |
| 2015Aug26 |
25603.59 |
5.58% |
2.41% |
-9.95% |
-8.24% |
191.47 |
| 2015Sept23 |
25185.62 |
-1.63% |
0.74% |
2.55% |
-5.90% |
196.36 |
As you can see, the fund is +.75% over that period, whereas the the SP500 IVV is -5.90%.
The Paleo approach is an autopilot system that can easily be programed into a computer. All is needed is a human to authorize the monthly rebalance in your brokerage account- which can be any trustworthy person.
In response to many questions, you do NOT have to be on a Paleo diet to run the system.
The term "Paleo" refers to the simplicity factor- even if you are an unfrozen cavemen investor originally from the Paleolithic age, you can understand and work this system.
I anticipate disclosing the workings of this black box system to selected members of Value Forum sometime in the future.