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No. of Recommendations: 4
Hi Wan,
I went to the Portfolio Visualizer site where you can test different strategies on equities. From 1985 to present, your combination of equal parts QQQ, TLT, and GLD produced the following results:

CAGR__11.6%
WORST DRAWDOWN__-16%
WORST YEAR__-1.7%
SHARPE__1.1
SORTINO RATIO__2.1
CORRELATION WITH MARKET__44%

Except for 1/4 of my portfolio which is invested in SAAS stocks, I am a very risk averse investor and I consider your suggested strategy to be excellent when compared to the S&P 500.

S&P 500
CAGR__8.7%
WORST DRAWDOWN__-51%
WORST YEAR__-37%
SHARPE__0.56
SORTINO RATIO__80.0
CORRELATION WITH MARKET__100%

My only small nit with your suggestion is could I stomach the 16% worst continuous drawdown?

Note: I considered that you would rebalance annually.

For the Portfolio Visualizer results, please see the following link

https://www.portfoliovisualizer.com/backtest-portfolio?s=y&a...

Elliot
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