Portfolios

Description

This portfolio employs a strategic approach to buying and selling positions, aiming to outperform a conventional buy-and-hold strategy for the general market with reduced volatility. Essentially, it operates similarly to SleepWell but incorporates leveraged assets. This is a viable alternative and complementary option for long-term position investors who may have idle cash and are up for active management on a weekly basis.

Similar to SleepWell, this portfolio allocates its entire investment to the market at all times but selectively adjusts its allocations on a weekly basis.

Beneath the surface, this portfolio utilizes a momentum indicator to categorize assets and then employs a minimum variance allocation strategy to determine the appropriate size for asset positions. It employs a 6% stop loss on the portfolio but will re-enter at the next signal or the commencement of week trading.

The following ETFs are utilized, the majority of which are leveraged:

The use of UUP and UDN is mostly done to allow the strategy to find a neutral stance. Cash could be used here but over history UUP and UDN are better.

The graph above represents the equity from following the portfolio in the past.

In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve.

Total position allocation is set to 95.00% of account

Description

This portfolio uses our main wavelet approach for finding entries and exits. This is an agressive portfolio and individual trades can incur losses. Overall though it does get ahead and can be seen from the performance numbers.

The portfolio uses leveraged ETFs and individual stocks. The exact list changes over time as any one competing strategy looses equity momentum to be replaced with better alternatives. Good swing trading candidates can end up here in this portfolio too. Some strategies can remain domant for quite some time.

The graph above represents the equity from following the portfolio in the past.

In the Details section below, the Assets tab shows the range that each currently active asset allocation can achieve.

Total position allocation is set to 85.00% of account

Description

This portfolio employs our wavelet approach to –some– sectors of the economy. The sectors are selected based on the findings of David Varadi. He selects a portfolio of just 4 sectors based on detecting growth and inflation. Here we use all of his four best selections and the next best.

While these can all be active simultaneously, they are weighted based on each individual sectors contribution to performance. As a sector underperforms it will be weighted accordingly.

The portfolio uses State Street Sector ETFs.

The graph above represents the equity from following the portfolio in the past.

In the Details section below, the Assets tab shows the range that each currently active asset allocation can achieve.

Total position allocation is set to 80.00% of account

Description

This portfolio targets ongoing areas of the economy that are advancing and gaining momentum. It uses our main wavelet approach for finding entries and exits. This is less aggressive than Plays with less leverage use. Individual trades do incur losses. Overall though it does get ahead and can be seen from the performance numbers.

The portfolio uses ETFs and individual stocks with an underlying theme or story. The exact list changes over time as any one competing strategy looses equity momentum to be replaced with better alternatives. Some strategies can remain dormant for quite some time.

The graph above represents the equity from following the portfolio in the past.

In the Details section below, the Assets tab shows the range that each currently active asset allocation can achieve.

Total position allocation is set to 85.00% of account