weekend strategy report, June 04, n2011

Image by World Economic Forum via Flickr

• 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;
• ETF2 notes:   selling IJK, XRT
  • Theoretical exposure is recommended at 0%;
  • model portfolio is at 20% after the sells

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• AAPL shares survive rebalancing on Nasdaq today (tuaw.com)
• Tortoise daily trading plan review, Apr 24, 2011 (kansasreflections.wordpress.com)
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