On June 30th, 2021, we closed our ETF Sector Portfolio for Quarter 2. Shown below are results of the ETF Sector Portfolio since inception. The 5 Funds (EEM, IWM, SLV, XLE and XLF) were Sold on the Close June 30th. On July 1st, 2021, 20 % of the account value will be allocated into the new funds. The ETF portfolio for Quarter 3 will consist of XLI, IWM, SLV, XLE and XLF.
Raj Patel says
Hello, will you be updating the ETF performance table with figures soon?
Thanks for the reminder. The ETF performance summary table has been updated.
Kenneth Fraley says
Has anyone tried this strategy using 80 Delta calls, as a stock replacement?
Kenneth Tomko says
Using options would certainly be interesting! Just curious, this site says that for the sector rotation strategy, there are just three rules? 1. Own the 5 strongest ETF’s based on volume and 1 year relative strength. Are there filters for volume? How is the relative strength evaluated? 2. ETF must be above the green line (ok). 3. Quarterly rotation (ok). Could someone please clarify point # 1 for me? Thank you!
Hi Kenneth, and thanks for writing. Yes, options could work well with the New Day Trading Index Charts, if you are nimble.
For the ETF Sector Rotation System, we use a Universe of 29 ETF’s (largest with different sectors). Each quarter we rotate into the 5 Funds with the Highest Volume and at least 55 Relative Strength (based on MarketInOut’s longer term R S weighting method). This has been back tested for 20 years, and the results are superior to the S&P 500 Index.
Back test results.
Kenneth Tomko says
Thank you for that….. very interesting stuff. Are those 29 ETF’s based on volume or AUM? Is that MarketInOut weighting method a proprietary method on Stockcharts? Just trying to get a grasp on the fundamentals here. I appreciate your feedback, thank you very much! Happy Holidays…..K
Hi Kenneth. Sorry for the delay. The 29 ETFs are the largest Funds of each Sector, based on Volume.
Thanks for writing.
Why is price target $330. for Nvidia today and not $346
as its coming out of green zone.
NVDA did not ping or bounce up well off the Red Line. It actually Closed below it, so it might not make it back up to the Highs…
Just being cautious in this narrow rally.