New Developments Are in the Works

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  • 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.
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Momentum Developments

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

  • In the international portfolio EWC, EWJ and EWU, respectively representing the Canadian, Japanese and UK markets, went out of favor in this portfolio this month and EWW (Mexico) remains unfunded; all others are fully allocated. Portfolio: 100% long.
  • In the mostly-usa portfolio there were again this month no changes. IYR, the real-estate ETF, is still not funded; all of the others are funded. Portfolio: 100% long.
  • In the industrial sectors portfolio XES, XLE, XME, XOP and XRT are now out. All others are funded. Portfolio: 86% long.

RB's New Program

The overview page shows that the program has not kept up with the benchmarks during the steep rally since November as it has, until recent months, been staying mainly in cash. This week too the International portfolio is partly committed to the market, after having been all in cash last week (which did avoid the week's volatility without missing any substantial gains). The MostlyUSA holdings are utterly unchanged while the Sector portfolio is a bit more committed. In all, the program is being cautious. International 40%; MostlyUSA 40%; and, Sector 50%.

Refining and testing the program is still scheduled. There is no target release date as yet.

Questions and Comments Are Welcomed

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