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sma3

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sma3
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  • sma3,

    I used the Ulcer Index to divide four buckets. Bucket one is very safe. Bucket 4 has an Ulcer Index close to or higher than the S&P 500. All international/global funds go in one bucket, and international/bond funds go into another bucket. One bucket is for income fund based on yield. The other two categories are inflation and defensive. There is a table of them in this article:

    https://seekingalpha.com/article/4353756-low-risk-fund-portfolios-in-high-risk-environment

    Thank you,
    Best Regards,
    Lynn
    June 15