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 another week of weakened commitment, especially with the MostlyUSA portfolio which is now all in cash. The Sector portfolio, which has been on a tear since the end of the third week in June, is now solely in financials XLF and biotech XBI. International 20%; MostlyUSA 00%; and, Sector 25%. 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.
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