I augment my DGI portfolio following Business Cycle methodologies. This semi-passive approach has worked very very well for me for decades (I have been employing this methodology before Fidelity even stuck a label on it).
I utilize this strategy when deploying new capital whether to invest in a new company or increase share count in an existing, Under-weighting and over-weighting individual DG investments within my portfolio during specific phases of a full business cycle. (semi passive because "historically" a full business cycle take approx 7+ years to fully complete. This allows me to only tweak my investment holdings very rarely as the market reacts when the business economic cycle enters a new phase.
For those interested - See attachments
- Business Cycle Approach to Equity Sector Investing
- Business Cycle Approach to Asset Allocation
Others mileage may vary (and usually does)
- Scoot
“Most investors think diversification consists of holding many different things,
few understand that diversification is effective only if portfolio holdings can be
counted on to respond differently to a given development in the environment”
- Howard Marks
Attachment 1 (could not figure out how to attach two .PDF's within one comment , see additional comment below for second attachment)
I utilize this strategy when deploying new capital whether to invest in a new company or increase share count in an existing, Under-weighting and over-weighting individual DG investments within my portfolio during specific phases of a full business cycle. (semi passive because "historically" a full business cycle take approx 7+ years to fully complete. This allows me to only tweak my investment holdings very rarely as the market reacts when the business economic cycle enters a new phase.
For those interested - See attachments
- Business Cycle Approach to Equity Sector Investing
- Business Cycle Approach to Asset Allocation
Others mileage may vary (and usually does)
- Scoot
“Most investors think diversification consists of holding many different things,
few understand that diversification is effective only if portfolio holdings can be
counted on to respond differently to a given development in the environment”
- Howard Marks
Attachment 1 (could not figure out how to attach two .PDF's within one comment , see additional comment below for second attachment)