Portfolio Updates & Weekend Readings
For November there was no change in the US Sector Momentum portfolio – it continues to hold Health Care Select Sector SPDR (XLV).
The Basic ETF Portfolio sold PowerShares DB Commodity Index Tracking (DBC) and purchased Vanguard FTSE All-World ex-US ETF (VEU). You will remember last month that DBC and VEU were virtually tied based on momentum.
I will be sitting quietly in a deer stand this weekend so there will be no further commentary on the two portfolios above.
Below are some articles for the weekend:
Distinction Without a Difference – John Hussman
The Quest for Certainty (pdf) – John Mauldin
Regression to Trend – Doug Short
Is the Stock Market Cheap? Doug Short
Improving on Risk Parity – The Idea Farm
Time to Vote! Bill Gross
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