Portfolio Update: 1.23.20


The ALL-NEW 2020 Daily Decision Model Portfolio

NEW TRADING STRATEGY FOR 2020!

About The Portfolio: The Daily Decision Model Portfolio is an aggressive, actively risk-managed, multi-strategy, multi-manager approach. The primary objective of the portfolio is to stay in tune with the major market cycles - both bull and bear. However, the portfolio will, at times, actively manage exposures based on shorter-term moves. In addition to "timing" moves, the portfolio will utilize levered positions via ETFs and may hold an effective net short position during negative cycles.

Strategy Diversification: The 2020 DD Portfolio utilizes a well diversified approach. The management strategy incorporates multiple trading strategies so as to avoid the "singular failure" problem that can occur when a single strategy is out of sync. There are a total of 9 different trading strategies working in the 2020 DD Portfolio. Three "turbo-charged" aggressive beta strategies. Three mean reversion strategies. And three risk-management strategies. In addition, there are three separate managers working in the portfolio.

An Actively Traded Approach: We anticipate the portfolio will trade 2-3 times a week and hold between two and four ETF positions. Finally, please note that the Daily Decision Portfolio strategy is aggressive in nature and thus, drawdowns can and will occur. However, we believe the strategy will rebound quickly after temporary pullbacks.

Current Positions

Below are the current positions for the 2020 Daily Decision Model Portfolio.

Testing The Trading Systems

In our humble opinion, it would be foolish to utilize any trading approach without first testing the strategy. However, when you combine strategies that have never been combined before, you have a hypothetical strategy. As such, you must do a back test on the combination.

There is a well known saying in the investment management business relating to hypothetical tests of trading systems that goes a little something ...

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What Do The Cycles Say About 2020?


The State of the Markets:

Good Tuesday morning and welcome back. Last week, I took a just-for-fun stab at modeling expectations for what calendar year 2020 might look like in the U.S. stock market. And since stocks seem to ...

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State of the Markets: Modeling 2020 Expectations (Just For Fun)


The State of the Markets:

Happy Monday and welcome back to the land of blinking screens. I don't know about you, but I've been intrigued lately by all the projections/prognostications that analysts feel compelled to provide at ...

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Modeling 2020 Expectations (Just For Fun)

Happy Monday and welcome back to the land of blinking screens. I don't know about you, but I've become intrigued lately with all the projections/prognostications that analysts feel compelled to provide at the beginning of each year ...

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Current Holdings for ALL-NEW 2020 Daily Decision Model Portfolio


The ALL-NEW 2020 Daily Decision Model Portfolio

ALL NEW FOR 2020!

The Daily Decision Model Portfolio is an active, risk-managed, multi-strategy, multi-manager strategy designed to be an aggressive growth approach. The primary objective of the portfolio is to stay in ...

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INTRODUCING: The ALL-NEW Daily Decision Model Portfolio for 2020


ALL NEW FOR 2020!

The 2020 Daily Decision Model Portfolio

The 2020 Daily Decision Model Portfolio is all new for 2020. We will be launching the portfolio this afternoon - so be prepared for the trade alerts!

Why The Change?

As ...

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Tips From Real-World Wendy Rhoades

It was a very busy week/weekend as I first attended NAAIM's (National Association of Active Investment Managers) annual conference. The conference was stellar, and it was great to hang out with so many like-minded investment professionals Sunday through ...

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The Best Recession Ever!

I'm not sure who I borrowed the title of this week's missive from, but I think we all have to admit that this is probably the best recession/slowdown ever!

Instead of the economy flirting with negative growth ...

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Is "Melt-Up" The Operative Word?

We've been talking lately about the idea that big hedge funds and systematic traders have been caught on the wrong side of the stock market's recent run for the roses. The thinking is this fact alone could account ...

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Am I Wrong To Be A Little Concerned?

Well it's official. As of Friday's close (a close that was likely influenced by the quad-witching event and a handful of S&P index rebalances), the S&P 500 is now up +20.05% from the 12/24/18 panic ...

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Let's Call It Constructive

The fact that stocks pulled back a bit last week shouldn't have come as a surprise to anyone. The S&P 500 had enjoyed an historic joyride to the upside in a very short period of time. As in +19 ...

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Thirteen Charts Tell The Story

It is said that a picture is worth a thousand words. So, this week, I've decided to try and sum up the keys to the current market environment with a series of charts and graphs. I started out looking ...

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