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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: DragonTales ✸  😊 😞
Number: of 6132 
Subject: Need help GTR1-ing a benchmark portfolio
Date: 04/24/24 10:11 AM
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I'm interested to see how a potential "beat-it-or-join-it" benchmark portfolio has done since 1995 or so, so it includes the dot.com timeframe if possible. The portfolio is:

DIA	15.0%
SPY	10.0%
RSP	10.0%
QQQ	10.0%
QQQE	10.0%
IWM	10.0%
EFA	10.0%
EEM	10.0%
BIL	15.0%
One of my issues is that QQQE didn't come into existence until 2012. I'd also like to see how a quarterly rebalance looks.

Putting this into GTR1 is *way* outside my capability.

If someone is inclined to getting this up and running I would be most appreciative.

My brother and I are managing a portfolio for our Mom, and we want some legitimate benchmark to reference. This is one of them that we are tracking, but having some historical information would be helpful.

TIA, Tails
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