The plan is to introduce some new portfolios and retire both Playground and Sandbox.
Playground and Sandbox have both performed well over the years. However, both are seeing many of the internal strategies be dormant and not participate as much as one would like. No further buys will be issued and subscribers can either close out open trades or wait for these trades to close naturally.
The new portfolios that will be added are more aligned with current market activity. As time goes forward, additions will be made and removed within each portfolio to keep them more balanced.
Some of the Additions
Portfolio - Stories
This portfolio targets ongoing long-term momentum markets and equities. The use of leverage is limited here. In testing, this has been gold, copper, and now oil is being considered as potential areas to make returns.
Portfolio - Plays
This portfolio targets some of the long-term momentum markets outlined for Stories. The use of leverage is prevalent here. This takes more aggressive targeted bets.
Portfolio - Sectors
This portfolio targets economic sectors represented by the State Street Sector ETFs. These are un-leveraged funds. Allocations to each fund change weekly and attempt to follow market rotation from sector to sector.
Allocations
Allocations with each portfolio are reaccessed each weekend. For the most part, the portfolios are rebalanced using a risk-return metric. This helps with drawdowns and fading momentum plays.
