Market in Bull Normal; Market is Oversold on a short term basis Equities sold off this week, with volatility increasing slightly Blended monthly rebalancing, current holdings: 26 ETF portfolio: FXF, IYR, IEV 13 ETF portfolio: IYR, DIA, EFA next re-evaluation on/about 1 Aug ETF2 notes: no change, adjust stops Theoretical exposure is recommended at 50%; […]
Tag: rebalancing
Weekend report review, exec summary for Jul 09, 2011
Market in Bull Normal; Market is Overbought on a short term basis Equities maintained the gains this week, with volatility declining slightly inspite of weak employment numbers Blended monthly rebalancing, current holdings: 26 ETF portfolio: FXF, IYR, IEV 13 ETF portfolio: IYR, DIA, EFA next re-evaluation on/about 1 Aug ETF2 notes: no change, adjust stops […]
Blended monthly rebalancing strategy
Beginning July 1st I will be shifting the 331, 631 and 333 strategies to a “Blended Monthly Rebalancing” strategy in this space. As a result of the hard work and backtesting of many mastermind members I am satisfied that we have found a ruleset that offers improved reward:risk, and risk management. The 3 systems we […]
weekend report review June 18, 2011
http://www.youtube.com/watch?v=oxKBpxlGtnE main themes: playing defense as the bearish trend is now officially strong sdn we are on the boundary of a Volatile Sideways market Related articles Sailors Cove Hosts RFL Weekend (metaversesailing.wordpress.com) Daily link digest for June 18, 2011 (eoghann.com) Weekend Top Five (11 June 2011) (inurbase.wordpress.com) Cannon’s Countdown: The 30 Hottest Tracks Of The […]
weekend strategy report, June 04, n2011
Market in Bull Normal; Market is neutral on a short term basis Equities remained sideways all week, with volatility increasingly slightly Rebalancingproject: Monthly rebalancing : next re-evaluation on/about 1 June 331 is holding IYR, EEM, TLT 631 is holding IYR, MDY, IWM Quarterly rebalancing: next re-evaluation on/about 1 July. 333 is holding DIA, MDY, IWM; […]
weekend review May 15, 2011
Market in Bull Normal; Market is neutral on a short term basis Equities were sideways all week, digesting last week’s gains, with a slight advantage to the US and its defensive sectors Commodities experienced more weakness this week, with silver remaining highly volatile Rebalancingproject: Monthly rebalancing : next re-evaluation on/about 1 June 331 is holding […]
weekend market review, May 07, 2011
Market in Bull Normal; Market is neutral on a short term basis Equities sold off this week, but found support near the end of the week Commodities cracked this week with silver experiencing a 5 sigma selloff (2d largest 5 day loss in the last 5 years) Rebalancing project: Monthly rebalancing : next re-evaluation on/about […]