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New Developments Are in the Works

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Or just sign in with a social account. Here's why you should do that or sign up for a Retail Backtest account now:

  • You'll get a monthly email newsletter, and it will be short and to the point— about what RB's New Program and the momentum program are telling us about the current state of the equity markets.
  • And crucially, in addition to the monthly newsletter, once in a great while you will get a special notice of some critical development in the markets. For example, when either of the two basic programs that are maintained here are rushing into cash, you'll be notified. And you will be told of new services, from this site alone, as they become available.
  • You don't want to end up like the painting contractor of this article do you? So register!

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Momentum Developments

Here are recent changes in position sizes in the momentum portfolios:

  • In the international portfolio the Mexican market ETF EWW is now funded, with the others getting slightly reduced commitments. Only EWC, representing the Canadian market, remains unfunded. Portfolio: 100% long.
  • In the mostly-usa portfolio there were no changes in allocations again this month. IWM, IYR and RSP— small caps, real estate and unweighted S&P500— remain unfunded. Portfolio: 100% long.
  • Holdings in the industrial sector portfolio are utterly unchanged this month— with XLP, XLU and XPH remaining un-funded. Portfolio: 100% long.

RB's New Program

This week the program has for the most part continued its withdrawal in response to the recent market pullback. Here are the current allocations: International 10%; MostlyUSA 25%; and, Sector 18%.

Refining the structure of the program— it's called "refactoring"— is mostly complete and a white paper on it will be available in April.

Questions and Comments Are Welcomed

If you like forms you can reach Mike O'Connor, the Proprietor of this website, through the Contact menu. Otherwise, write to Mike using your own email client. Your comments will not be made public unless you give permission. Corrections are appreciated.