3 Strategies To Invest $100,000 Today


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Markets are at a critical juncture. We had an incredible run during July and August this year. However, markets have been declining since then. Even though the Fed kept the interest rates steady in their September meeting, Fed Chairman

Ticker

Allocation

Name of the Security

Yield %

Type of Security

Fees

SCHD

20%

Schwab U.S. Dividend Equity ETF

3.76%

Stocks ETF

0.06%

VYM

20%

Vanguard High Dividend Fund ETF Shares

3.31%

Stocks ETF

0.06%

VIG

20%

Vanguard Dividend Appreciation Fund ETF

2.04%

Stocks ETF

0.06%

BRK.B

20%

Berkshire Hathaway Inc.

0%

Individual Stock

(Conglomerate)

n/a

FAGIX

20%

Fidelity Capital & Income Fund

5.47%

Bond Mutual fund

0.72%

AVERAGE

2.92%

0.18%

(from Jan.2006 to Oct-06 2023)

Rotation Model

S&P500

CAGR

11.93%

9.22%

Max Drawdown

-25.44%

-50.97%

Worst Year

-12.19%

-37.02%

Stock Market Correlation

0.30

1.00

Drawdown Period

DGI

CEF

Rotation

Combined NPP (Max Drawdown)**

S&P500 (Max Drawdown)

Improvement over S&P500

Jan 2008-Mar 2009

-25.99%

-47.84%

-6.04%

-20.29%

-48.47%

58.14%

Feb 2015-Oct 2016

11.94%

0.0080%

-17.45%

-3.08%

10.40%

-70.43%

Oct 2018-Dec 2018

-6.66%

-13.82%

-7.16%

-7.96%

-13.55%

41.26%

Jan 2020-Mar 2020

-10.74%

-24.52%

0.18%

-7.89%

-19.63%

59.79%

Jan 2022-Sep 2022

-13.99%

-21.96%

-14.11%

-15.24%

-23.95%

36.37%

From Jan 2008 to 06-OCT-2023

CAGR**

CAGR of DGI Bucket

14.48%

CAGR of CEF-High-Income Bucket

9.23%

CAGR of Rotation Bucket

10.0%

CAGR of Combined NPP Strategy

12.03%

CAGR of the S&P500

9.11%



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