Ballast

A 60/40 core plus a trend satellite that steps in and out of 24 markets, run by rules that were tested and frozen before any money moved.

What to expect

• Returns near a 60/40 fund minus about a point a year.
• Worst drawdowns about a quarter smaller than 60/40, and far smaller than an all-stock index.
• Lagging years in strong bull markets. If you can hold an index fund through a 50% drop without selling, that fund will likely do better than this.

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