How to follow our trades ?
A) As of today we run the following Model Portfolios:
’KISS_Rebal’
‘MajorStocks_Rebal’,
‘ETF_basic_Rebal’
‘MAGS_Rebal’
‘ETF_Rebal_RV_Opps’
‘LgCaps_Rebal_RV_Opps’
Further explanation on the portfolio composition and objective for 1-4 can be found here
5️⃣ ETF Rebal RV Opps
Objective: Wealth Preservation + some Growth
Max DD: ~7.8%
Avg Return: ~11%
Setup: broad ETF Portfolio which looks for relative value opportunities
Applicability: Small to medium portfolios (20 ETFs)
6️⃣ LgCaps Rebal RV Opps
Objective: Growth
Max DD: ~10.5%
Avg Return: ~18.6%
Setup: Diversified Large Cap Portfolio which looks for relative value opportunities
Applicability: Medium portfolio sizes (40 tickers)
B) How to follow your Model Portfolio
Once you have decided with Portfolio suis your Risk/Return Objectives, you follow the susequent steps.
We use the KISS_Rebal as example..
🔴 ① go here
and use the link
(if you have google drive installed our computer )
https://drive.google.com/drive/folders/1PSi8hZ5w8IRLhXFMjPQbtqdd-8eDe9ml?usp=sharing
🟠 ② Type ‘kiss’ in the search and you get
- The graphs provide further portfolio info on hist. Performance, Allocation, Industry Topics etc.
🟡 ③ look for a file ending …
…._last_positions_v2.csv
to get the latest portfolio report
🟢 ④ look for a file ending …
…._action_df_v2.csv
to get action list of portfolio changes for the current trading day
🟣 ⑤ Streamlined Daily Investment Process:
Our investment process is designed for efficiency, requiring just 10-15 minutes each day. It involves trading once daily at the market open (around 9:30 AM Eastern Time), based on a thorough End-of-Day (EOD) analysis from the previous trading session.
Key Features:
Single Daily Trade: All entries, exits, and stop adjustments are executed at the market open, leveraging insights from the prior day’s EOD analysis.
Time-Efficient: Complete your trading activities in just 10-15 minutes, freeing you to focus on the rest of your day.
Structured Approach: The process is streamlined to ensure simplicity and consistency, making it ideal for disciplined investors.
This approach combines strategic analysis with minimal time commitment, allowing you to manage your investments effectively and efficiently.
🔵 ⑥ On a regular basis we post as a NOTE..
…a summary of all actions in all model portfolios suplemented by a brief news flash
That’s all 😊
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We provide intra-week updates via:
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