Papa Bear portfolio is a strategy based on the book muscular portfolios. The Strategy basically minimizes the losses in the bear market and maximizes the return in bull markets.
In This Strategy, you have to invest in low cost ETFs based on certain rules.
Rules of Papa bear portfolio strategy:
1) Rebalance your portfolio on same of each month(preferably last trading day of each month)
2) Find the 3 ETFs having Highest average return in past 3, 6 and 12 months.
Average return = (3 month return + 6 month return + 12 month return)/3
3) Your portfolio should have 33% of all each ETF.
4) Buy these ETF to make it 33% and sell excess quantity.
Note that if Any of the top 3 ETF has slightly negative return then still include it in your portfolio because it is less negative than others.
You can use this investment finder tool to check which asset you should invest in.
