I’ve been really impressed with Charles Lynn Bolin’s articles on investing for a lower return/ higher volatile projected time ahead. I’m looking for thoughts on swapping portions of my low vol funds (VMVFX, EFAV, USMV) for GAVAX and COTZX. My current allocations in these low vol funds were supposed to provide some safety, but this year not so much. I understand that the question is sort of apples to oranges, but my goal for this part of my portfolio is for safer, lower vol funds, and Lynn’s analysis makes for a compelling case. I have already purchased some SWAN for this purpose.
Thanks in advance for any and all thoughts.