Anticipate interest rate to creep up soon (0.25% in 6 months)
What change should a portfolio composition?

Net-wisdom: bond and gold will be hurted.

my view:

1. Interest rate raise is to curb inflation: good news overall (SP500) should still raise.
2. FED will be careful not to kill the fragile growing economics: the momentum will continue but slower. 
3. FED will be transparent and hint to the public: prices reflect the expectation already.

• The index fund/ETF should grow => 60%
• Harder to pick alpha Stock and sector fund. => use my trend following algorithm 20%
• bond and gold position is to protect unexpected shocks, not the reasonable and expected interest rate increase. check the right proportion. (case too) => 10%  each gold/bond/cash

Quant: check best fund/etf to invest, check beta for gold and bond, check fee structure on bond/gold