Rotational Portfolio up 3.76% in Last Four Weeks

nodoodahs · Moderator Joined: 06 May 2005 Posts: 2408

http://billrempel.com/2008/03/08/rotational-portfolio-up-376-in-last-four-weeks/
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I haven’t seen a beatin’ like that since somebody stuck a banana in my pants and turned a monkey loose.

rffrydr · Posted: Sun Mar 09, 2008 10:22 pm Post subject:

Little late, they're at negative real yields:

http://www.bloomberg.com/apps/news?pid=20601087&sid=akJRTfj.dVGY&refer=home
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Today is the Tomorrow you worried about Yesterday!

mtvk · Veteran Poster Joined: 12 Jun 2007 Posts: 242

ETF for TIPS: TIP.

nodoodahs · Moderator Joined: 06 May 2005 Posts: 2408

Is there a TIP ETF or ETN? I'll consider adding it if there is ...

I'm taking cash on hand and cash from sales, and splitting it equally for new purchases. Every so often, probably annually, I'll try to rebalance to equal weight, but doing the rebalance every time seems excessive in terms of benefit versus transaction costs.
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I haven’t seen a beatin’ like that since somebody stuck a banana in my pants and turned a monkey loose.

mtvk · Veteran Poster Joined: 12 Jun 2007 Posts: 242

TIP is missing. Its doing well.

mtvk · Veteran Poster Joined: 12 Jun 2007 Posts: 242

Hi Bill,

Your rotational portfolio of ETFs is neat.

Will you be replacing a holding ETF when it goes down in momentum list
with the new ETF with the same weight (with the net proceeds of
prior ETF sale) or you would rebalance the portfolio to equal weights?

Will the simple of rule of price more than 10 month sma, can the ETFs
be chosen?

Thanks.