restrict-user-access domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home1/portfol1/public_html/wp/wp-includes/functions.php on line 6114Last month, we introduced a set of portfolio’s (Rel-Rand) which is based on Relative performance and is shuffled on a monthly scale.
April 2015 turned out be a pretty volatile month and while our portfolio’s did better than the benchmark, the fact that all portfolio’s turned out negative suggests that strong stocks were as badly beaten as weak stocks. The performance of the portfolio’s is as here-under
The changes in the Individual portfolio’s were as under
The objective of this site is to provide proprietary and non-proprietary models portfolios that suit one’s purpose.
To begin with, introducing the Rel-Rand portfolio family. The objective of the portfolio is to beat the returns of its benchmark index by buying stocks that are showing strength and selling those that are showcasing weakness. In other words, this portfolio shall aim to hold stocks that are winning while cutting back on stocks that are losing.
The portfolio consists of 25 stocks with it being long all the time (No Shorts). Each month, on the last trading day, the system is run and stocks that have weakened over the look back period are removed and fresh ones added.
| General Info | |
| Inception Date | 31-12-2010 |
| Last Rebalance Date | 31-03-2015 |
| Rebalance Frequency | Monthly |
| Rebalance Method | Semi-Automatic |
| Benchmark | CNX 500 |
Link to the PDF file containing its historical performance.
While the 5 portfolio’s each showcase different returns, since the only difference between them is the order of ranks, we believe that over time, all of them will showcase similar returns.
The file will be next updated on 30th April 2015.