Hi Antagonist readers,
It’s the last trading day of the month, which means it’s time to rotate your Papa Bear portfolio allocations. You only need to make one change: sell VIOG and buy VTV.
If you’re not familiar with the Papa Bear by Muscular Portfolios, check out the post below, “Even a 7-yr-old beats the market.”
The strategy is completely free to use, takes just 10 minutes per month to implement, and has been shown to consistently beat the S&P 500 over a full market cycle.
If you have any questions, drop them in the comments or reply to this email.
Have a great rest of the week,
Jason
X (formerly Twitter) | LinkedIn | Facebook | Instagram
Disclaimer: I’m not a stockbroker or financial advisor. I cannot and do not provide personal investment advice, and The Antagonist should never be interpreted in such a way. The Antagonist is an online financial literacy resource. All materials from The Antagonist are intended for informational and educational purposes only. They are not, nor are they intended to be, trading or investment advice or a recommendation that any security, futures contract, transaction or investment strategy is suitable for any person. Trading securities can involve high risk and the loss of any funds invested.
My recommendations represent the actions that I plan to take or have made based on my analysis and what works for me. The information contained on this website has been prepared based on publicly available information and proprietary research. The author does not guarantee the accuracy, reliability, or completeness of the information provided in this document. All statements and expressions herein are the sole opinion of the author and are subject to change without notice. I will not be liable for any losses and damages in connection with the use of my content. Any investments that you make are your responsibility.
Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. The Antagonist is not in the business of transacting securities trades or an investment advisor. Therefore, it is imperative that you perform your own due diligence before replicating any of my trades. Also, options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. You must read Characteristics and Risks of Standardized Options carefully before investing in options.
Did just that today with my daughter and her Roth account. Thanks for turning me on the strategy. Easy way to engage my daughter monthly on finances.