Emergency Post. Not for the one year results (42.3%) of 'All Aboard' but because chances of nuclear arm use within 32 days have risen also to about 42.3%.

 

So. With a bit of recent luck, both 'All Aboard' asset allocation/capital growth and preservation portfolios/funds had jumps, leading to the even more pleasant 42.3% for the first at one year less a day, and a rather astonishing 48.6% two months and a week in for the second. Which makes for what would be a trader's wet dream graphs, weird for asset allocation results (the dark lines. The blueish ones track the SPY etf:) 

Much of the reason for the jumps has to do, well, with the way these are managed. 

That is, throwing away, mostly, older notions of portfolio theory or risk definitions/calculations in lieu of what could be called scenario preparations, or more simply the inclusions of variable time (t) and synchrony (ies: Ss) and weightings between/of holdings more than asset categories or absolute percentages (regarding balancing.) So it's more... 'what would likely happen if', in series. Ie... if the Japanese bond market begins to crack what will that mean (after this-this-and that possible alternatives,) for, say, US loan collateral pricing (in turn Dollar/Rouble exchange rate in turn gold prices in turn volatility in turn... drone manufacturing revenue in turn silver mining investments and M&A, and so on?) And looking at financial markets more as emergent than narrative, let alone linear or rational.  Anyway. 

More directly... several aspects are pointing to something unpleasant - an acceleration of this world war III we're already in, including the use of nuclear weapons. The rapid rise of (these portfolios) AA2 and extent of the 'rebound' in AA are consequences. Were they themselves 'inferal' machines, so to say... they'd be predicting war and the planned use of nuclear weapons. 

So. Adjust your own portfolios accordingly, depending on what scenarios you see. In case anyone sees this tonight, a video will be placed below, tomorrow.