Thanks for your patience while we wait for a fix, Scott Juds
Trade Alert Note: A strong market rebound of over 6% making a new high in over 6 weeks is a signal that indicates to Get-Back-in-Early without waiting
until month-end. It indicates a renewed bull market appeaars to have taken hold and neutralizes any other conflicting StormGuard-Armor triggers.
Scott Juds
Examples
True Sector Rotation® Strategies and Portfolios
See Also: Quick Tour ↪
Example Strategies Overview
A Strategy is simply a set of up to 12
mutual funds or ETFs selected to manage an investment account. For
example, a Strategy may focus on country funds, sector funds,
index funds, income producing funds, or conservative
bonds and treasuries. AlphaDroid's True Sector Rotation
algorithm determines which
one (and only one) of them to own next month.
It's only by
owning the trend leader and avoiding trend laggards that one can simultaneously improve
returns and reduce risk.
Additionally, there are example Strategy-of-Strategies and
Portfolio-of-Strategies in the tables below.
A Strategy-of-Strategies (SOS) reduces the risk of hindsight bias by
broadening the funnel of funds that contend for leadership. With an
SOS you own only the best trending fund of the best trending
Strategy. A Portfolio-of-Strategies reduces the remnant risk of
individual Strategies in the same way ordinary diversification
reduces risk within a fund. Closely examine the risk and return
performance of each to understand the ways in which they can improve
investment performance.
Std. ETFs
ETF Sectors / Mixed (no leverage)
ETF Mix - II
ETF Mix - I
ETF Power Mix - II
ETF Power Mix - I
ETF Kick Ass Mix
ETF International / Conservative(no leverage)
ETF U.S. Diversified
ETF World Regions
ETF Countries - iShares
ETF Dividend Bond Treasury
ETF Black Gold Hedge
Mutual Funds
Fidelity Mutual Funds
Fidelity High Income-Bond
Fidelity International
Fidelity Select Funds - I
Fidelity Select Funds - iI
Fidelity Select Funds - iiI
Vanguard Mutual Funds
Vanguard Income, Bond
Vanguard US Diversified
Vanguard Sectors
Vanguard Mutuals Mix-1
Vanguard Mutuals Mix-2
401k, PERS, TSP
401(k) Company Plans
401k - Amazon
401k - Del Monte
401k - Kaiser Permanente
401k - Oracle
401k - Yahoo!
PERS and TSP State and Federal Plans
Texas State 401k
New York State 457 DCP-1
Connecticut State 457b
Wash. State DRS Plan 3
TSP Thrift Savings Plan
Strategy-of-Strategies
What is a Strategy-of-Strategies?
While a SectorSurfer Strategy selects the trend
leader from among a set of candidates funds or
stocks, a Strategy-of-Strategies (SOS) selects the
trend leader from among a set of candidates
Strategies. Thus, one owns the best performing fund
of the best performing Strategy. The primary benefit
of an SOS is to make sure that if the strategy you
are using falters for any reason, the SOS will
automatically switch you to an alternative Strategy
that has not faltered.
For example, the Strategy you own could get a "flat
tire" for a while in the future because it didn't
have the perfect set of candidate funds that
provides a continuous sequence of power strokes.
This can easily happen if you choose not to include
a particular asset class or sector fund as one of
the candidates because it had not performed well for
a few years. No one can predict when political
events or new discoveries will suddenly change the
prospects for a previously poorly performing fund.
Thus, a Strategy-of-Strategies is a form of
insurance designed to reduce the
risk
of selection bias. Instructions for building your own Strategy-of-Strategies can be
found HERE.
Strategy-of-Strategies
SOS: ETF Power Mix
SOS: ETF Conservative
SOS: Fidelity Global
SOS: Vanguard
Global
Portfolio-of-Strategies
What is a
Portfolio-of-Strategies?
A Portfolio-of-Strategies utilizes the risk
reduction sequence of (1) company diversification
within funds to reduce volatility risks associated
with individual companies; (2) serial
diversification within Strategies to simultaneously
boost returns and reduce risk by owning only trend
leaders and avoiding trend laggards; and (3)
Strategy diversification within a portfolio to
reduce volatility associated with the sectors and
asset classes owned by its Strategies. Build your
own Portfolios on the Portfolios page (see main
menu)
Portfolio-of-Strategies
ETF Aggressive
ETF Conservative
Fidelity Global
Vanguard Global
Secret SOS
Prudent Momentum Portfolio - Family
Overview of Prudent Momentum Family
The Prudent Momentum Portfolios
may be imported directly into your account on the
Portfolios page by clicking the "P" icon and
searching the list for the portfolio of interest.
You will be asked for your permission to
automatically import the supporting strategies for
the selected Portfolio.
