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Investment Strategy Creation for SSO, ZROZ, and GLD
A detailed conversation about creating investment strategies for SSO, ZROZ, and GLD, including initial buys and rebalancing conditions based on portfolio performance.
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Aurora
Hello. Would you like to use GPT Stock Reports to find the best Technology stocks?
User
Initial buys
Buy 60% of my buying power in SSO if I have no positions of SSO
Buy 20% of my buying power in ZROZ if I have no positions of ZROZ
Buy 20% of my buying power in GLD if I have no positions of GLD
Rebalances
If I have more than 65% of my portfolio in SSO and I haven't sold in 3 months, sell 5% of my portfolio
If I have less than 65% of my portfolio in SSO and I haven't bought in 3 months, buy 5% of my portfolio
If I have more than 20% of my portfolio in ZROZ and I haven't sold in 3 months, sell 5% of my portfolio
If I have less than 20% of my portfolio in ZROZ and I haven't bought in 3 months, buy 5% of my portfolio
If I have more than 20% of my portfolio in GLD and I haven't sold in 3 months, sell 5% of my portfolio
If I have less than 20% of my portfolio in GLD and I haven't bought in 3 months, buy 5% of my portfolio
User
Create new strategies
Initial buys
Buy 60% of my buying power in SSO if I have no positions of SSO
Buy 20% of my buying power in ZROZ if I have no positions of ZROZ
Buy 20% of my buying power in GLD if I have no positions of GLD
Rebalances
If my my position value of SSO > 0.65 * my portfolio value, sell 5% of my portfolio value in SSO
If my my position value of SSO < 0.55 * my portfolio value, buy 5% of my portfolio value in SSO
If my my position value of ZROZ > 0.25 * my portfolio value, sell 3% of my portfolio value in ZROZ
If my my position value of ZROZ < 0.15 * my portfolio value, buy 3% of my portfolio value in ZROZ
If my my position value of GLD > 0.25 * my portfolio value, sell 3% of my portfolio value in GLD
If my my position value of GLD < 0.15 * my portfolio value, buy 3% of my portfolio value in GLD