RB's New Program
The overview page shows that the program did not at first keep up with the benchmarks during the steep rally that started in November because in late 2016 and in the first two months of 2017 it had been staying mainly in cash. However, in more recent weeks— since about the beginning of March— it's been doing fine... keeping up with the benchmarks despite only partial commitment to the market. This week marks an abrupt return to nearly full commitment to the markets, with none of the three portfolios now being less than 89% invested. Here are the current allocations: International 100%; MostlyUSA 100%; and, Sector 89%. See this blog entry for YTD figures for the first five months of the year, which show the effect of the poor performance in the first two months of this year.
Refining the structure of the program— it's called "refactoring"— is finally underway, big time, with a lot of it now done... to be followed by exhaustive testing. There is no target date for deployment as yet.
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