Home > Creativity, design, education, management, Markets > weekend strategy report, June 04, n2011

weekend strategy report, June 04, n2011


Participants in The Economic Redesign and Reba...

Image by World Economic Forum via Flickr

  • Market in Bull Normal;  Market is neutral on a short term basis
  • Equities remained sideways all week, with volatility increasingly slightly
  • Rebalancingproject:
    • Monthly rebalancing : next re-evaluation  on/about  1 June
      • 331 is holding  IYR, EEM, TLT
      • 631 is holding IYR, MDY, IWM
      • Quarterly rebalancing: next re-evaluation on/about 1 July. 333 is holding DIA, MDY, IWM;
  • ETF2 notes:   selling IJK, XRT
    • Theoretical exposure is recommended at 0%;
    • model portfolio is at 20% after the sells
Advertisements
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: