The Weekly Growth Portfolio contains 5 strategies described hereafter. An all-weather portfolio should combine at least 3 or 4 strategies based on different rationales.
ETFs: 4 ETFs on countries, sectors, bonds. Model based on
momentum, market timing and seasonal patterns.
SP500 GROWTH&VALUE: 4 S&P 500 companies. Model based on quantitative fundamental analysis.
SP500 DYNAMIC DIVIDEND: 4 S&P 500 companies. Model based on quantitative fundamental analysis and timed hedging.
BOND ROTATION: 2 ETFs on corporate and treasury bonds. Model based on momentum and market timing.
GLOBAL ASSETS: 4 ETFs on international stock indices and international treasury bonds. Model based on momentum and market timing.
The following simulations include trading costs and dividends. Starting dates depend on data availability, end date is 1/1/2015. Past performance, real or simulated, is not a guarantee for future returns.
SimStart: simulation starting date; AnRet: annualized return; MDD: max drawdown depth; Sharpe, Sortino: risk adjusted performance ratios; Kelly: probabilistic robustness ratio; MDL: max drawdown length; Vol: volatility; Cor: correlation with SPY; Ord: average orders/week (replacing 1 stock = 2 orders)
|CoreETFs||Jan 2002||28%||-15%||1.5||2.1||26%||10 mths||16%||0.3||1.2|
|SP500GV||Jan 1999||38%||-31%||1.5||2.2||25%||10 mths||28%||0.6||1.6|
|SP500DD||Jan 1999||31%||-33%||1.3||2||26%||10 mths||21%||0.3||1.6|
|Bond Rotation||Jun 2008||12%||-10%||1.2||1.7||30%||7 mths||8%||0||0.6|
|Global Assets||Jun 2003||16%||-17%||1||1.3||21%||20 mths||14%||0.3||0.6|
YPAFI Weekly Growth Portfolio: 67 USD / month*
*Recurring billing by credit card or Paypal. Plus tax if your billing address is located in the European Union, Switzerland, Norway or specific locations in the U.S. (NY, NC, CT, Broomfield County CO). You can stop it at any time. The address is for tax compliance purposes, there is no physical mail or delivery.
Information sent by email before the 1st trading day opening of every week. It contains stocks and ETFs that we buy, sell and hold the same day. It also contains useful market timing indicators and a market outlook. This is a follow-up of our portfolio for informational purposes. It is not a recommendation to buy or sell securities. We provide an opinion about the market. Every subscriber is free to use it in any way for individual purpose, except disseminating included information. You are responsible for your investments. Investing is risky. Past performance is never a guarantee for the future. We are not a RIA and cannot provide personal advice. If you have a doubt, please consult a registered advisor.
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