Home > Uncategorized > weekend review May 15, 2011

weekend review May 15, 2011

  • Market in Bull Normal;  Market is neutral on a short term basis
  • Equities were sideways all week, digesting last week’s gains, with a slight advantage to the US and its defensive sectors
  • Commodities experienced more weakness this week, with silver remaining highly volatile
  • Rebalancingproject:
    • 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:   selling EWG, EWY by rule (below average scores on AVG and STR, and negative on 5 week %)
    • Theoretical exposure is recommended at 40%;  therefore no new buys
    • model portfolio is at 40% after the sells
  • Making preparations this week for the research weekend and live trading week on KC. Time flies!
  • You can use this link for adding questions  and/or comments to be addressed in the weekly webinar



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