In this newsletter we report that returns YTD through August had already exceeded 50% for two of the four portfolios. A daily plot during the correction and recovery shows how the more conservative two portfolios prevented significant drawdown using bonds and shifted back to stocks in time to benefit from the V recovery. Below is the link to the unaltered newsletter...
Read MorePlease use the link below from our mail service mailchimp for the actual newsletter that went out on August 1, 2020. https://mailchi.mp/9aa8bb3a0f5e/l2s6u99qzv-4762014 We know some don't use our links, below is a screenshot of the results table in the newsletter.
Read MoreThe newsletter sent on July 1, 2020 is included in its entirety at the link below. The newsletters are stored on the Mailchimp site and can not be edited to my knowledge. https://mailchi.mp/ec61043a7c49/l2s6u99qzv-4747454 Included in the link is a look at how two of the portfolios made it through the coronavirus crash with little drawdown. These two portfolios can...
Read MoreI'm going to post some past newsletters so people can get an idea what this service is like. April is especially interesting as we can see how the service performed during the coronavirus market crash. The most rapid market crash ever in history! The chart below should serve as a reminder. OK below is a link to the newsletter just as it was sent out....
Read MoreA backtest simulation was performed to help understand the impact of two simple technical metrics applied sequentially to understand their role in an algorithm to rank the top two funds in a portfolio to buy each month. Active Asset Rotation is a technique to rotate investments into the funds likely to do well for the following month. (or other period) The concept...
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