Various investments give a buy signal

February 2nd, 2023

After a dismal 2022 for investments, due to war, COVID, supply chain issues, high inflation, and rising interest rates, the sun has peeked out of the clouds and given buy signals for various investments.

For reference, look at this MarketWatch article, This ‘crazy’ retirement portfolio has just beaten Wall Street for 50 years. The sub-heading gives away the meaning:

This strategy beats the market with less risk, fewer upsets and no ‘lost’ decades

Brent Arends, MarketWatch

Here at smilingdad, we’ve embraced this strategy. We are layering into the 7 investments mentioned when a buy signal is given. We want our money to grow, with less risks and less bumps. Our recent Pokémon article showed the S&P 500 has returned 5% a year for the last 26 years, before accounting for inflation.

“You can (if you want) build AANA for yourself using just 7 low-cost ETFs: For example, the SPDR S&P 500 SPY , iShares Russell 2000IWM , Vanguard FTSE Developed MarketsVEA , abrdn Physical Gold Shares SGOL , a commodity fund such as the iShares S&P GSCI Commodity-Indexed Trust ETF GSG , the iShares 7-10 Year Treasury Bond ETF IEF , and the Vanguard Real Estate ETF VNQ .”

SPY monthly chart is close to a buy point (black line exceeds red in first panel)

The famous S&P 500 is close to a buy point. We’ve sold all our S&P 500 investments and replaced them with international funds, small and mid caps. The 6 reasons? We started a post on it, but stopped, because it made us so angry.

The Russell 2000 gave a buy signal in January 2023. The Russell 2000 is a stock market index that tracks the performance of the smallest publicly traded companies in the United States.

The smallest 2000 companies in the US are represented by the Russell 2000 index. This index gave a buy signal this past January.

VEA provides a convenient way to match the performance of a diversified group of stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region – Vanguard

The VEA fund is massive, with 4062 stocks in the index. This index gave a buy index at 2022 year end.

SGOL shares are designed for investors who want a cost-effective and convenient way to invest in physical gold – abrdn

A surprising part of AANA is the use of physical gold. Central banks bought more than 1000 gold tons last year. With the Fed slowing down rate increases, gold will do well. Gold gave a buy signal late last year.

GSG offers broad commodity exposure, but the underlying index is tilted heavily towards energy resources. – eftdb

From eftdb on GSG:

Crude oil, natural gas, and other energy commodities make up close to 70% of the exposure, meaning that metals and livestock are under-represented in this products. GSG is essentially a cross between a pure energy ETF such as DBE and a more broad-based commodity fund such as DBC or USCI. We don’t see GSGas a tremendously useful product; those seeking energy exposure would be better off in an oil ETF, while those seeking balanced commodity exposure should gravitate towards DBS or USCI.


A sell signal for GSG was given in 2022. There are new ETF’s that are investing in resources needed for the renewable energy revolution. Those or a broader commodity exposure seem like better choices.

IEF seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities between seven and ten years. – iShares

Part of the AANA investments is exposures to long term bonds. This ETF gave a buy signal recently.

VNQ Invests in stocks issued by real estate investment trusts (REITs), companies that purchase office buildings, hotels, and other real property – Vanguard

As we covered earlier, REIT’s took a nasty fall in 2022 due to higher interest rates. A buy signal for VNQ is close. We have substituted VNQ for OPI, which offers a higher yield and has maintained their dividend for years.

Bitcoin has yet to give a buy signal

Bitcoin has not given a buy signal. Given the electricity required to run it (some clean sources, some dirty) and it’s environmental impact, we continue avoiding Bitcoin, and crypto generally, given the scandals last year.

We have investments in IEF, IWM, VEA, SGOL, and OPI. The key to AANA is re-balancing to an equal amount at the start of every year.

We wish our Chinese readers a Happy Lunar New Year, and the remaining readers a great 2023 and beyond. Maximize your health and enjoyment.

Sincerely yours,


Copyright ©2023 The content produced by this site is for entertainment purposes only. Please consult a qualified investment advisor regarding investments.

Published by smilingdad

My story is one of tragedy and redemption. We've made many mistakes along the way regarding our money. Our goal here is to show you how to take care of your money life long, and as much as we can, help the Earth along the way. I call it sustainable personal finance and ethical capitalism. Currently, I am a part time writer for Cleantechnica and part-time licensed financial professional, along with being a full-time dad.

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