nibor100
1,099 posts
msg #153444
- Ignore nibor100 |
8/6/2020 11:26:04 AM
@davesaint86,
Of course, I was referring to your filter in this same Forum thread: msg #153407.
Thanks,
Ed S.
|
davesaint86
726 posts
msg #153446
- Ignore davesaint86 |
8/6/2020 11:38:30 AM
Nibor - I understand now. Most of the ETFs in that filter are not included in the current allocations of WIZ. I was trying to show how WIZ performed against a variety of ETFs since its 11/1/19 inception date.
|
graftonian
1,089 posts
msg #153752
- Ignore graftonian |
8/26/2020 12:18:56 PM
Question 1:
It is my understanding that WIZ allocations change at months end. Is the new portfolio available before that?
Question 2:
If WIZ is holding an ETF that has leveraged counterparts, could (should) those leveraged ETFs be held?
Question 3:
Are past months WIZ portfolios available?
Thanx, Graf
|
davesaint86
726 posts
msg #153855
- Ignore davesaint86 |
9/1/2020 10:06:40 AM
WIZ will be holding:
Daily Report: 08/31/2020 09:39 PM PT
Rebalance Evaluation at Market Close: 08/31/2020
Rebalance Effective at Market Close: 09/01/2020
Symbol Weight ETF Name
LQD 10% iShares iBoxx Investment Grade Bd ETF
USIG 10% iShares Broad USD Invm Grade Bond ETF
QQQ 10% Invesco QQQ ETF - Extended
IWY 10% iShares Russell Top 200 Growth ETF
MGK 10% Vanguard MegaCap Growth ETF
VOOG 15% Vanguard S&P 500 Growth ETF
ARKK 20% ARK Innovation ETF
ARKW 15% ARK Web x0 ETF
|
graftonian
1,089 posts
msg #153857
- Ignore graftonian |
9/1/2020 10:41:30 AM
Dave, Thanx so much for the info, but where did you find it? The page https://merlynetfs.com/wiz/#holdings
has not changed this morning. I'll get busy updating my filters and spread sheet.
Graf
|
graftonian
1,089 posts
msg #153858
- Ignore graftonian |
9/1/2020 11:11:26 AM
|
davesaint86
726 posts
msg #153859
- Ignore davesaint86 |
9/1/2020 11:16:26 AM
https://maiindexes.com/bull-rider-bear-fighter
Look at the very bottom of the page.
|
Cheese
1,374 posts
msg #153862
- Ignore Cheese |
9/1/2020 12:55:31 PM
Thank you, graftonian and davesaint86
duane's WIZ performance filter shows that the level around end-of-month / start-of-month seems to be an important threshold.
On the monthly timeframe, there is an unfilled gap up. If that gap fades, we could see a 200 point pull back for SPX.
Just a thought. No evidence to show.
|
shillllihs
6,101 posts
msg #153863
- Ignore shillllihs |
9/1/2020 2:19:42 PM
Does this only rebalance end of month because it seems one sided if market turns. This is only to be bought on dips and never at the top.
|
davesaint86
726 posts
msg #154152
- Ignore davesaint86 |
10/1/2020 1:46:44 PM
https://mailchi.mp/sumgrowth.com/perspective-continuous-strategy-evolution-12632386?e=3328d11b2c
Daily Report: 09/30/2020 09:34 PM PT
Rebalance Evaluation at Market Close: 09/30/2020
Rebalance Effective at Market Close: 10/01/2020
Symbol Weight ETF Name
TLT 10% iShares 20 Year Treasury Bond ETF - Exte
GLD 10% SPDR Gold ETF - Extended
GLDM 10% SPDR Gold MiniShares ETF
SGOL 10% Aberdeen Standrd Phys SwissGold Shrs ETF
IAU 10% iShares Gold ETF
GLDM 15% SPDR Gold MiniShares ETF
SGOL 20% Aberdeen Standrd Phys SwissGold Shrs ETF
IAU 15% iShares Gold ETF
|