Watch relative performance of asset classes

It is now time to watch how Gold, Stocks, Bond and Agricultural funds are performing. Gold has been lacklusture but stable for almost a year. Agriculture funds (PCRDX, DBA etc.) have underperformed for more than a year. Most of the world stocks have underperformed. US Bonds have done quite well over the same period of time. Finally, its election, and not uncommon for cyclic rotations and smart money to move from one type of investment to another during this period. The approach below provides a simplified view on entry points for investments in various asset classes. The approach is one of buy high and sell higher once the trend has been established.

What are inflection points for each stock/ETF?

• Buy SPY on a close above 138. Stop loss (on close) - 2% after trigger
• Hold TLT if price (on close) is above 122.
• Buy Gold on a close price above 158. Stop loss (on close): 2%.
• Buy DBA on a close price above 29.6. Stop loss (on close): 2%.

How could one reallocate their portfolio?
There are many different ways and ultimately, everyone has to decide on their risk taking appetite but here is one approach. Lets say, SPY and DBA trigger above their close prices, TLT stays above its stop price and Gold doesn't trigger. In that case, you would need to have positions in TLT, SPY and DBA and you could allocate them equally and as one scrip outperforms another, put a higher allocation towards the one that is outperforming.