Trade alert: Papa Bear and Rotation Model
Last trading day of the month = rotate positions
It’s the last trading day of the month, which means its time to rotate the positions in our long-term Papa Bear and short-term ETF portfolios.
Papa Bear
If you’re new to the Antagonist, the Papa Bear is an excellent strategy for people who want to beat the S&P 500 but don’t have the time or desire to research individual stocks.
It’s completely free, takes just 10 minutes per month to implement, and is so simple that a child can do it. And I mean that literally. My school-aged kids learned how to use it in their own accounts.
Analyses have shown that over each complete market cycle, the Papa Bear portfolio beat the S&P 500 with far less volatility and risk (see here, here, here, and here).
A “full market cycle” includes both bull and bear markets. Anyone can make money during a bull market. The real test of skill comes when the market turns against you.
For more details, check out this article.
Since the Papa Bear is a long-term investing strategy, it’s ideal for retirement accounts or money that you won’t need for several years. If you’re looking to boost your short-term returns, you’re better off going with something like The Antagonist Challenge Portfolio.
New Papa Bear holdings
As of today, our Papa Bear holdings are VUG, IAU, and VTV.
If you were invested in the Papa Bear last month, the only change is VTV. You should already be in VUG and IAU.
Short-Term ETF Trading
Last month, I announced a new short-term strategy that trades ETFs. The trades are derived from a proprietary model that I built over the last year. Similar to the Papa Bear, it calls for you to rotate your holdings every month. Occasionally, we’ll close a position early if the model generates a sell signal.
Premium members have access to these positions via the Challenge Portfolio. If you’re not a premium member, you can upgrade through the link below. You’ll receive full access to this short-term ETF strategy, options trades, and our long-term Blend Portfolio.