Market Overview

Portfolio Updates & Weekend Readings

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

The preceding article is from one of our external contributors. It does not represent the opinion of Benzinga and has not been edited.

Posted-In: Markets Trading Ideas


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