Trade alert: Papa Bear and Short-Term ETF Portfolio (Oct. 31)
Last trading day of the month = rotate positions
It’s 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 remain unchanged from last month: VUG, IAU, and VNQ.
If you were invested in the Papa Bear last month, you can just leave it alone. It’s the second month in a row that we haven’t had to make any rotations. That’s a good thing because it means our positions are performing very well!
Short-Term ETF Trading Portfolio
Similar to the Papa Bear, our short-term ETF portfolio 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.