Home > management, Markets, Planning, research > weekend market review, May 07, 2011

weekend market review, May 07, 2011


Stock market of Brussels

Image via Wikipedia

  • Market in Bull Normal;  Market is neutral on a short term basis
  • Equities sold off this week, but found support near the end of the week
  • Commodities cracked this week with silver experiencing a 5 sigma selloff (2d largest 5 day loss in the last 5 years)
  • Rebalancing project:
    • Monthly rebalancing : next re-evaluation  on/about  1 June
      • 331 is holding  EWA, MDY, IWM;
      • 631 is holding EWA, MDY, IWM
      • Quarterly rebalancing: next re-evaluation  on/about  1 July. 333 is holding DIA, MDY, IWM;
  • ETF2 notes:   adding positions in IHF (healthcare), XBI (biotech), XRT (retail). adjust stops
    • Theoretical exposure is recommended at 60%;
    • model portfolio is at 60%
  • You can use this link for adding questions  and/or comments to be addraqessed in the weekly webinar

http://www.surveymonkey.com/s/WeeklyWebinar

 

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