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- 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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Here are recent changes in position sizes in the momentum portfolios:
- In the international portfolio EWU, the United Kingdom ETF has gone unfunded; all of the others are funded. Portfolio: 100% long.
- In the mostly-usa portfolio the small-cap ETF IWM has again been funded and only the real estate ETF IYR remains unfunded. For a second month in a row, the overall the shift is thus again very modest— following two prior months of no changes at all. Portfolio: 100% long.
- In the industrial sector portfolio XES, XLE, XME, XOP and XRT remain unfunded but XLF, the ETF for financials, is now committed to. All others are funded. Portfolio: 86% long.
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 is a week of strengthened commitment in all three portfolios. International 100%; MostlyUSA 38%; and, Sector 88%. See this blog entry for YTD figures (for the first five months of the year).
Refining of the program— it's called "refactoring"— is finally underway... to be followed by exhaustive testing. There is no target release date as yet.
Questions and Comments Are Welcomed
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