I introduced the Dodo Portfolio exercise concept in January and provided an update in April. The idea was to use Chris Cole’s (explained in the January post) Dragon Portfolio framework and add a Kayfabe Capital analytical spin to birth the Dodo. As stated in each post, this is and has been intended, as an exercise to catalyze critical thinking and discussion about traditional strategic asset allocation methodologies. From the January post:
Excellent read as always. Thanks for your insight, Kayfabe.
My comments got deleted as had to change accounts (subscription on other one). Wish that didn’t happen