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 the Australian and UK ETFs EWA and EWU are funded, with several of the others getting slightly reduced commitments. EWW and EWC, representing the Mexican and Canadian markets, remain 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 did a bit of rotating this month: with XLP, XLU and XPH becoming un-funded; XES, XLE, XOP and XRT switched back to being funded. Portfolio: 100% long.

RB's New Program

This week the program has made only minor adjustments to its already-weak allocations; all three portfolios are 75% or more in cash. Here are the current allocations: International 20%; MostlyUSA 25%; and, Sector 25%.

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.

Questions and Comments Are Welcomed

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