Bridger Pennington breaks down Ray Dalio's All-Weather portfolio, which passed a 100-year backtest. The strategy relies on rebalancing: selling what's up and buying what's down to stay balanced across assets.
My favorite portfolio to invest into during interesting economic times like we have right now is Ray Dalio's all-weather portfolio. And no, this is not financial advice, but something cool to look at. Tony Robbins put this in his book Money Match: The Game when he interviewed Ray Dalio, and they went and backdated this portfolio 100 years, and it performed incredibly well through all weather or all periods of economic conditions. Now, something interesting to note is rebalancing in this portfolio. So let's say you invest into this thing equally at day one. He advises 6 months or a year later, as things will grow or shrink, you need to rebalance, meaning you're going to sell some of the top performers and buy back into the underperformers to get back to that ideal pie chart portfolio. When you do that consistently, it forces you to sell when things are up and buy back things during the dip when things are low. Awesome portfolio that you should look into.
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