9 Comments
User's avatar
Rao's avatar

Martin, Thanks for posting performance. If you sell any in 2024, Please post.

AI Etfs performance (link) is higher than above AI stocks from June. Check it out. Thanks.

https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=1wqzLodeHwZWTaUfc8WHZg

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Martin Schwoerer's avatar

but to be honest, I won't be posting sells that are triggered by daily signals. For monthly, weekly or other seldom-triggered signals, I will post.

As long as my blog is free, it's too much work to post whenever I buy or sell Bitcoin. And more to the point, it would annoy most people who receive the emails.

For sure, I will post whenever something important happens, such as a Canary signal, or Zahorchak, or a Death Cross. Also, I will post when Risk Parity+Momentum goes to cash.

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Martin Schwoerer's avatar

good catch, thank you!

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Steve Henry's avatar

Martin, Happy New Year or Frohes Neues Jahr! Very comprehensive review. I particularly appreciate your honest and straight forward commentary on where you are at with each of the elements of the portfolio. Very well written! One question for you: how do you guard against recency bias (ie AI)? With that said, look at the unbelievable run technology in general has enjoyed post-2001. I hope you and your family have a very healthy, happy, and prosperous (with high Sortino ratios) in 2024.

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Martin Schwoerer's avatar

Hi Steve, thanks so much for your fantastic words, I really appreciate them!

In terms of regency bias, the premise of my first article about A.I. was that this bubble was yet a lot smaller than previous ones, so I figured it wasn't too likely that we'd merely be following last year's hot topic. We'll see!

Same to you -- have a healthy and happy year with your family! (And financially fortunate, too!)

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V Regan's avatar

This is a very thorough yet easy to read summary of the year’s results - well done! The comment that resonated most for me was “2023 was a good year for an investor if they just concentrated on price signals.” The Wall Street “experts” got 2023 wrong and that’s just another example that ‘price’ is the one thing that should be trusted. Good luck in 2024, and may your money grow rampantly!

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Martin Schwoerer's avatar

thank you very much -- and the same to you, Vance!

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Dartz's avatar

Martin, Great to see this recap bright and early on New Year's Day! I'll go back and re-read some of the earlier posts.

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Martin Schwoerer's avatar

Wow Dartz, I am completely astonished at the subscription pledge! Thank you so much. It makes for an incomparable 1st of January. This is very important to me.

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