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Invest With & Edge ... Leadership Strategy ... April 21, 2014
I have not posted this in a while and thought it might be beneficial to link it's most current update.
Seems, Large Cap Value and Mid Cap Value are currently rated a buy while Mid Cap Blend, Large Cap Blend and the US Total Stock Market are rated a hold.
From you experience with that site-does it appear very negative - dare I say bearish? Only 2 buys and 3 holds out of 16 It has a sell on money markets!
"The Market Leadership Strategy always has two holdings with nominal weighting of 50% each. Based on the rankings, one of the positions can be a money market fund. This strategy will buy the top two (2) ranked funds and hold them as long as they are ranked as a top-5 fund. If a holding drops below #5, the strategy will sell it and purchase the highest ranked style not already owned."
In addition, it is best that the strategy only make up a small part of your overall portfolio.
The way I use the strategy is to make sure I have an ample weighting in the favored assets within my portfolio. If I feel I am light in the favored assets then I'll reconfigure my holdings to better reflect more of the favored holdings.
Comments
It has a sell on money markets!
I copied and pasted below how the straegy works.
"The Market Leadership Strategy always has two holdings with nominal weighting of 50% each. Based on the rankings, one of the positions can be a money market fund. This strategy will buy the top two (2) ranked funds and hold them as long as they are ranked as a top-5 fund. If a holding drops below #5, the strategy will sell it and purchase the highest ranked style not already owned."
In addition, it is best that the strategy only make up a small part of your overall portfolio.
The way I use the strategy is to make sure I have an ample weighting in the favored assets within my portfolio. If I feel I am light in the favored assets then I'll reconfigure my holdings to better reflect more of the favored holdings.
Hope this helps.
Old_Skeet