March 2024 System update A decent month in March again, with all 3 asset classes generating decent returns. SPY - +3.2% EFA - +3.4% IYR - +1.8%...
February 2024 System update A decent month in February, Real Estate and Foreign Equities a bit of a drag on results - tough to compare against...
January 2024 System update The system underperformed in January, Real Estate which outperformed in December underperformed in January, leading to...
December 2023 System update A super little Santa rally led to the best month of the year for the system. While we missed a lot of the November...
Sorry, covered calls are not my thing, maybe somebody else could comment
Agreed - very few funds outperform. The system is underperforming this year, outperformed last year, thats the way it goes. I have attached...
November 2023 System update What a difference a month makes. As mentioned last month the portfolio was pretty bearishly positioned, so we missed...
I think every one of mine has involved buying individual stocks based on tips/recommendations - not many of them, but they have all been...
October 2023 System update Another tough month. EFA got stopped out at the beginning of the month, so most of the month we were long 2 assets,...
yes, best of luck, unbelievable
Sounds good, and looks like you have done the work....
You cant lump all trendfollowing strategies into the same bucket. On the one extreme you have the typical old school turtle/cta. loads of...
September 2023 System update Another down month, in line with stocks in general. Could have been worse had we not switched from IYR to DBC at the...
August 2023 System update A down month, in line with stocks in general. August results SPY - -1.6% EFA - -3.9% IYR - -3.0% Net result was -2.9%...
ah I get you, nope sorry no idea who they are, just enjoy the work....
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